See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $76,623 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $9,260 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,903 | $106,028-87.8% | $146,958-91.2% | $77,643-83.4% |
| Participation rate | 72.9% | 78.4%-5.4pp | 82.2%-9.2pp | 70.6%+2.3pp |
| Annual return | 35.87% | 56.73%-20.9pp | 418.34%-382.5pp | 31.24%+4.6pp |
| Employer contribution / active EE | $1,194 | $4,063-70.6% | $4,933-75.8% | $2,726-56.2% |
| Participant deferral / active EE | $2,392 | $7,990-70.1% | $8,070-70.4% | $4,647-48.5% |
| Admin fee / account holder | $137 | $337-59.3% | $12,998-98.9% | $430-68.1% |