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, LLP11+ years Service code 10 · EIN 13-1577780 | Accounting | $45,750 |
REYNOLDS CONSULTING SERVICES11+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $36,741 |
COLLERAN, O'HARA & MILLS LLP11+ years Service code 29 · EIN 11-2940050 | Legal | $20,203 |
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 | $217,523 | $95,880+126.9% | $107,525+102.3% | $85,563+154.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 11.64% | 68.06%-56.4pp | 181.32%-169.7pp | 31.51%-19.9pp |
| Employer contribution / active EE | $9,825 | $3,812+157.7% | $3,754+161.8% | $2,654+270.3% |
| Participant deferral / active EE | $1,386 | $4,201-67.0% | $5,116-72.9% | $4,375-68.3% |
| Admin fee / account holder | $654 | $1,025-36.2% | $8,919-92.7% | $834-21.6% |