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 ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $139,902 |
CARDINAL SERVICES, INC.8 years Service code 14 · EIN 93-0985752 | Plan Administrator | $24,426 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $15,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,071 | $44,897-55.3% | $84,966-76.4% | $199,593-89.9% |
| Participation rate | 38.8% | 45.7%-6.9pp | 67.5%-28.7pp | 72.0%-33.1pp |
| Annual return | 13.70% | 20.96%-7.3pp | 66.38%-52.7pp | 34.25%-20.5pp |
| Employer contribution / active EE | $672 | $1,365-50.8% | $2,727-75.3% | $3,034-77.8% |
| Participant deferral / active EE | $1,595 | $2,668-40.2% | $4,519-64.7% | $5,087-68.7% |
| Admin fee / account holder | $207 | $584-64.6% | $6,149-96.6% | $269-23.1% |