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 |
|---|---|---|
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $11,900 |
Filed as: MCCREADY & KEENE (ONEAMERICA CO.) Service code 14 · EIN 35-0500670 | Plan Administrator | $9,811 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,969 | $81,208-77.9% | $98,907-81.8% | $79,858-77.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 5.60% | 60.99%-55.4pp | 196.43%-190.8pp | 31.71%-26.1pp |
| Employer contribution / active EE | $2,850 | $1,960+45.4% | $2,689+6.0% | $2,471+15.4% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $221 | $6,013-96.3% | $6,642-96.7% | $5,306-95.8% |