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 ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $119,304 |
CARDINAL SERVICES, INC.5 years Service code 14 · EIN 93-0985752 | Plan Administrator | $24,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,926 | $41,647-66.6% | $96,139-85.5% | $86,799-84.0% |
| Participation rate | 53.1% | 50.2%+2.9pp | 68.4%-15.3pp | 72.3%-19.2pp |
| Annual return | 15.69% | 27.24%-11.6pp | 191.94%-176.3pp | 97.91%-82.2pp |
| Employer contribution / active EE | $802 | $1,318-39.1% | $2,797-71.3% | $2,405-66.6% |
| Participant deferral / active EE | $2,946 | $2,412+22.1% | $4,349-32.3% | $4,131-28.7% |
| Admin fee / account holder | $139 | $169-18.0% | $5,537-97.5% | $170-18.1% |