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 | $609,027 |
KOBO WEALTH CONSERVANCY3 years Filed as: KOBO WEALTH CONSERVANCY LLC Service code 26 · EIN 20-8546080 | Advisory (Participants) | $92,184 |
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 | $39,197 | $40,278-2.7% | $80,569-51.4% | $80,160-51.1% |
| Participation rate | 48.2% | 47.5%+0.7pp | 67.0%-18.8pp | 72.9%-24.7pp |
| Annual return | 15.19% | 50.86%-35.7pp | 935.43%-920.2pp | 40.38%-25.2pp |
| Employer contribution / active EE | $1,019 | $1,332-23.5% | $2,723-62.6% | $2,978-65.8% |
| Participant deferral / active EE | $2,352 | $2,696-12.8% | $4,447-47.1% | $5,017-53.1% |
| Admin fee / account holder | $241 | $210+14.7% | $5,377-95.5% | $145+66.5% |