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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $72,399 |
BENEFIT TRUST COMPANY4 years Service code 21 · EIN 43-1971558 | Bank Trustee | $14,498 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY+NOVOTNY, LLC Service code 99 · EIN 34-0677006 | Other Fees | $4,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,651 | $100,227+89.2% | $169,993+11.6% | $74,419+154.8% |
| Participation rate | 96.3% | 87.3%+8.9pp | 87.0%+9.3pp | 70.7%+25.5pp |
| Annual return | 22.19% | 66.08%-43.9pp | 53.37%-31.2pp | 34.38%-12.2pp |
| Employer contribution / active EE | $3,692 | $4,263-13.4% | $6,785-45.6% | $2,637+40.0% |
| Participant deferral / active EE | $8,234 | $7,143+15.3% | $10,408-20.9% | $4,528+81.8% |
| Admin fee / account holder | $74 | $234-68.3% | $12,815-99.4% | $348-78.6% |