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 |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $42,000 |
REYNOLDS CONSULTING SERVICES6+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $35,000 |
COLLERAN, O'HARA & MILLS LLP6+ years Service code 29 · EIN 11-2940050 | Legal | $18,286 |
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,191 | $91,517+94.7% | $101,248+76.0% | $73,409+142.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 11.13% | 17.17%-6.0pp | 46.47%-35.3pp | 59.29%-48.2pp |
| Employer contribution / active EE | $7,732 | $2,877+168.8% | $3,660+111.3% | $2,234+246.2% |
| Participant deferral / active EE | $73 | $3,338-97.8% | $4,370-98.3% | $3,805-98.1% |
| Admin fee / account holder | $730 | $216+238.3% | $5,945-87.7% | $158+362.4% |