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 4-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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $33,101 |
MALONEY & NOVOTNY LLC4+ years Filed as: MALONEY AND NOVOTNY LLC Service code 10 1111 SUPERIOR AVENUE EAST · CLEVELAND, OH 44114 | Accounting | $12,300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,854 | $86,929-43.8% | $102,423-52.3% | $80,856-39.6% |
| Participation rate | 77.6% | 72.4%+5.2pp | 76.5%+1.1pp | 67.6%+10.0pp |
| Annual return | 12.13% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $69 | $2,369-97.1% | $3,023-97.7% | $2,755-97.5% |
| Participant deferral / active EE | $4,509 | $4,118+9.5% | $5,053-10.8% | $4,296+5.0% |
| Admin fee / account holder | $331 | $8,049-95.9% | $9,451-96.5% | $6,918-95.2% |