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 | $91,267 |
MALONEY & NOVOTNY LLC2 years Filed as: MALONEY+NOVOTNY, LLC Service code 99 · EIN 34-0677006 | Other Fees | $37,560 |
BENEFIT TRUST COMPANY5 years Service code 21 · EIN 43-1971558 | Bank Trustee | $16,660 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,438 | $122,693+34.0% | $184,203-10.7% | $199,593-17.6% |
| Participation rate | 88.8% | 86.8%+2.1pp | 86.8%+2.0pp | 72.0%+16.9pp |
| Annual return | 13.16% | 143.91%-130.7pp | 28.81%-15.7pp | 34.25%-21.1pp |
| Employer contribution / active EE | $3,800 | $4,584-17.1% | $6,427-40.9% | $3,034+25.3% |
| Participant deferral / active EE | $7,626 | $7,990-4.6% | $9,131-16.5% | $5,087+49.9% |
| Admin fee / account holder | $100 | $121-17.1% | $13,901-99.3% | $269-62.8% |