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 LLC3 years Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $12,650 |
Filed as: MCCREADY & KEENE (ONEAMERICA CO.) Service code 14 · EIN 35-0500670 | Plan Administrator | $7,210 |
JOHNSON BANK2 years Filed as: JOHNSON INVESTMENT COUNSEL Service code 27 · EIN 31-1801770 | Advisory (Plan) | $5,714 |
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 | $17,090 | $73,004-76.6% | $90,749-81.2% | $68,494-75.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -10.53% | -13.81%+3.3pp | -12.16%+1.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $3,880 | $2,193+76.9% | $2,921+32.8% | $2,596+49.4% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $201 | $5,896-96.6% | $8,445-97.6% | $5,403-96.3% |