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 10-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 | $63,371 |
CARDINAL SERVICES, INC.2 years Service code 14 · EIN 93-0985752 | Plan Administrator | $15,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,182 | $44,473-65.9% | $76,523-80.2% | $55,725-72.8% |
| Participation rate | 60.9% | 51.0%+9.9pp | 68.0%-7.1pp | 70.9%-10.0pp |
| Annual return | -15.96% | -2.01%-13.9pp | -0.27%-15.7pp | 244.93%-260.9pp |
| Employer contribution / active EE | $611 | $1,101-44.5% | $2,647-76.9% | $2,078-70.6% |
| Participant deferral / active EE | $1,488 | $1,988-25.2% | $3,835-61.2% | $3,356-55.7% |
| Admin fee / account holder | $156 | $134+16.6% | $4,848-96.8% | $115+35.7% |