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 8-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 ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $50,639 |
SOUTHLAND DATA PROCESSING2 years Service code 14 · EIN 95-4729373 | Plan Administrator | $9,440 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,356 | $75,388-84.9% | $123,544-90.8% | $55,725-79.6% |
| Participation rate | 70.5% | 75.7%-5.2pp | 82.3%-11.8pp | 70.9%-0.4pp |
| Annual return | -7.69% | 4.48%-12.2pp | 119.20%-126.9pp | 244.93%-252.6pp |
| Employer contribution / active EE | $1,180 | $3,063-61.5% | $4,628-74.5% | $2,078-43.2% |
| Participant deferral / active EE | $2,399 | $5,651-57.5% | $6,426-62.7% | $3,356-28.5% |
| Admin fee / account holder | $143 | $120+19.2% | $9,284-98.5% | $115+24.0% |