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 ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $423,239 |
SLAVIC INTEGRATED ADMINISTRATION5+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $118,539 |
ALTRES GLOBAL BUSINESS5+ years Service code 14 · EIN 99-0338459 | Plan Administrator | $83,552 |
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 | $54,903 | $41,617+31.9% | $84,611-35.1% | $77,787-29.4% |
| Participation rate | 30.4% | 45.0%-14.6pp | 68.2%-37.8pp | 73.2%-42.8pp |
| Annual return | 24.86% | 24.97%-0.1pp | 258.74%-233.9pp | 32.57%-7.7pp |
| Employer contribution / active EE | $1,213 | $1,061+14.3% | $2,652-54.3% | $2,504-51.6% |
| Participant deferral / active EE | $2,094 | $2,129-1.7% | $3,899-46.3% | $3,967-47.2% |
| Admin fee / account holder | $297 | $121+145.8% | $4,912-93.9% | $100+197.2% |