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 | $204,494 |
Filed as: BRADY MCGUIRE & STEINBERG, P.C. Service code 29 · EIN 13-4089943 | Legal | $94,718 |
SAGE ADVISORY SERVICES6 years Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $75,123 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $56,250 |
CLARKE & SAMPSON, INC.2 years Service code 22 · EIN 54-0657005 | Insurance Broker | $13,529 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $4,000 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,819 | $103,641+315.7% | $107,525+300.7% | $102,872+318.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 14.26% | 13.08%+1.2pp | 181.32%-167.1pp | 19.06%-4.8pp |
| Employer contribution / active EE | $27,902 | $5,096+447.5% | $3,754+643.4% | $3,526+691.2% |
| Participant deferral / active EE | $113 | $3,789-97.0% | $5,116-97.8% | $5,535-98.0% |
| Admin fee / account holder | $305 | $276+10.3% | $8,919-96.6% | $292+4.2% |