See peer percentile detail. $4.99 for your first month.
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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 ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $120,122 |
CARDINAL SERVICES, INC.6 years Service code 14 · EIN 93-0985752 | Plan Administrator | $25,391 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,600 | $37,317-63.6% | $77,024-82.3% | $77,904-82.5% |
| Participation rate | 41.8% | 46.9%-5.0pp | 67.9%-26.1pp | 73.7%-31.9pp |
| Annual return | -14.90% | -5.88%-9.0pp | 42.32%-57.2pp | 12.21%-27.1pp |
| Employer contribution / active EE | $652 | $1,218-46.5% | $2,812-76.8% | $2,848-77.1% |
| Participant deferral / active EE | $1,627 | $2,564-36.6% | $4,426-63.2% | $4,806-66.1% |
| Admin fee / account holder | $154 | $126+22.9% | $5,425-97.2% | $133+16.5% |