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 3-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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $486,872 |
XMT SERVICES, INC.3+ years Service code 14 · EIN 88-4345709 | Plan Administrator | $119,093 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND CORPORATION Service code 28 · EIN 59-2749576 | Investment Management | $49,328 |
TEMPLETON & COMPANY LLP3+ years Filed as: TEMPLETON & CO. Service code 10 · EIN 14-1918990 | Accounting | $12,500 |
STEVENS & LEE2 years Service code 29 · EIN 23-1886296 | Legal | $11,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,213 | $52,224+3.8% | $88,946-39.0% | $102,872-47.3% |
| Participation rate | 70.0% | 40.8%+29.2pp | 68.8%+1.1pp | 73.0%-3.0pp |
| Annual return | 18.44% | 16.96%+1.5pp | 57.82%-39.4pp | 19.06%-0.6pp |
| Employer contribution / active EE | $2,974 | $1,241+139.7% | $2,555+16.4% | $3,526-15.7% |
| Participant deferral / active EE | $6,000 | $2,611+129.8% | $4,581+31.0% | $5,535+8.4% |
| Admin fee / account holder | $331 | $1,723-80.8% | $8,261-96.0% | $292+13.4% |