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 | $648,388 |
KOBO WEALTH CONSERVANCY2 years Filed as: KOBO WEALTH CONSERVANCY LLC Service code 26 · EIN 20-8546080 | Advisory (Participants) | $84,554 |
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 | $36,692 | $37,317-1.7% | $77,024-52.4% | $77,904-52.9% |
| Participation rate | 44.9% | 46.9%-2.0pp | 67.9%-23.0pp | 73.7%-28.8pp |
| Annual return | -11.47% | -5.88%-5.6pp | 42.32%-53.8pp | 12.21%-23.7pp |
| Employer contribution / active EE | $911 | $1,218-25.3% | $2,812-67.6% | $2,848-68.0% |
| Participant deferral / active EE | $2,150 | $2,564-16.2% | $4,426-51.4% | $4,806-55.3% |
| Admin fee / account holder | $241 | $126+91.9% | $5,425-95.6% | $133+82.0% |