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, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $44,000 |
REYNOLDS CONSULTING SERVICES9+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $36,750 |
COLLERAN, O'HARA & MILLS LLP9+ years Service code 29 · EIN 11-2940050 | Legal | $19,365 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $182,791 | $92,971+96.6% | $96,683+89.1% | $74,419+145.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 12.17% | 37.49%-25.3pp | 35.69%-23.5pp | 34.38%-22.2pp |
| Employer contribution / active EE | $9,642 | $3,426+181.5% | $3,737+158.0% | $2,637+265.6% |
| Participant deferral / active EE | $1,087 | $3,970-72.6% | $4,878-77.7% | $4,528-76.0% |
| Admin fee / account holder | $678 | $633+7.2% | $6,730-89.9% | $348+95.0% |