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, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $45,000 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $36,750 |
COLLERAN, O'HARA & MILLS LLP10+ years Service code 29 · EIN 11-2940050 | Legal | $19,931 |
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 | $201,546 | $82,917+143.1% | $103,333+95.0% | $77,643+159.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.86% | 19.13%-6.3pp | 24.88%-12.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $9,228 | $3,552+159.8% | $3,868+138.6% | $2,726+238.5% |
| Participant deferral / active EE | $1,166 | $4,108-71.6% | $5,057-76.9% | $4,647-74.9% |
| Admin fee / account holder | $661 | $638+3.7% | $8,355-92.1% | $430+53.7% |