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, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $43,000 |
REYNOLDS CONSULTING SERVICES8+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $36,751 |
COLLERAN, O'HARA & MILLS LLP8+ years Service code 29 · EIN 11-2940050 | Legal | $19,257 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,418 | $106,236+56.6% | $112,228+48.3% | $64,808+156.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -11.81% | -6.02%-5.8pp | 27.45%-39.3pp | 32.82%-44.6pp |
| Employer contribution / active EE | $9,721 | $3,166+207.0% | $3,635+167.5% | $2,506+287.9% |
| Participant deferral / active EE | $940 | $3,785-75.2% | $4,728-80.1% | $4,310-78.2% |
| Admin fee / account holder | $631 | $452+39.7% | $6,410-90.2% | $188+235.9% |