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, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $43,000 |
REYNOLDS CONSULTING SERVICES7+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $35,000 |
COLLERAN, O'HARA & MILLS LLP7+ years Service code 29 · EIN 11-2940050 | Legal | $18,240 |
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 | $200,964 | $78,275+156.7% | $109,143+84.1% | $86,799+131.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 14.20% | 19.14%-4.9pp | 25.75%-11.6pp | 97.91%-83.7pp |
| Employer contribution / active EE | $8,962 | $3,105+188.6% | $3,722+140.8% | $2,405+272.6% |
| Participant deferral / active EE | $721 | $3,641-80.2% | $4,653-84.5% | $4,131-82.5% |
| Admin fee / account holder | $607 | $198+206.0% | $6,752-91.0% | $170+258.2% |