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 ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $117,221 |
CARDINAL SERVICES, INC.7 years Service code 14 · EIN 93-0985752 | Plan Administrator | $37,360 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $8,651 |
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 | $16,946 | $40,278-57.9% | $80,569-79.0% | $80,160-78.9% |
| Participation rate | 40.0% | 47.5%-7.5pp | 67.0%-27.0pp | 72.9%-32.9pp |
| Annual return | 10.04% | 50.86%-40.8pp | 935.43%-925.4pp | 40.38%-30.3pp |
| Employer contribution / active EE | $614 | $1,332-53.9% | $2,723-77.5% | $2,978-79.4% |
| Participant deferral / active EE | $1,543 | $2,696-42.8% | $4,447-65.3% | $5,017-69.3% |
| Admin fee / account holder | $169 | $210-19.5% | $5,377-96.9% | $145+16.8% |