See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $40,000 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $31,250 |
COLLERAN, O'HARA & MILLS LLP4+ years Service code 29 · EIN 11-2940050 | Legal | $14,540 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,663 | $80,005+80.8% | $140,016+3.3% | $55,725+159.6% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -1.55% | 0.46%-2.0pp | 651.12%-652.7pp | 244.93%-246.5pp |
| Employer contribution / active EE | $8,986 | $3,403+164.1% | $5,606+60.3% | $2,078+332.4% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $776 | $116+571.0% | $10,705-92.7% | $115+573.9% |