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 LLC4 years Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $13,600 |
Filed as: MCCREADY & KEENE (ONEAMERICA CO.) Service code 14 · EIN 35-0500670 | Plan Administrator | $10,510 |
JOHNSON BANK3 years Filed as: JOHNSON INVESTMENT COUNSEL Service code 27 · EIN 31-1801770 | Advisory (Plan) | $6,771 |
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.
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 | $22,667 | $71,516-68.3% | $98,439-77.0% | $71,457-68.3% |
| Participation rate | 60.4% | 72.7%-12.3pp | 75.2%-14.8pp | 67.9%-7.5pp |
| Annual return | 9.32% | 32.41%-23.1pp | 21.16%-11.8pp | 28.85%-19.5pp |
| Employer contribution / active EE | $3,393 | $2,399+41.4% | $3,048+11.3% | $2,588+31.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $267 | $1,675-84.1% | $8,948-97.0% | $1,587-83.2% |