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 |
|---|---|---|
Service code 55 · EIN 13-2638166 | Other Commissions | $17,673 |
Filed as: BOWERS & COMPANY CPA LLC Service code 10 · EIN 20-1317788 | Accounting | $7,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,290 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,233 | $52,953+57.2% | $172,739-51.8% | $65,185+27.7% |
| Participation rate | 84.7% | 66.2%+18.5pp | 82.6%+2.1pp | 70.2%+14.5pp |
| Annual return | 26.65% | 30.12%-3.5pp | 802.84%-776.2pp | 29.38%-2.7pp |
| Employer contribution / active EE | $4,563 | $2,190+108.4% | $5,143-11.3% | $2,177+109.7% |
| Participant deferral / active EE | $5,138 | $2,471+108.0% | $5,198-1.1% | $3,514+46.2% |
| Admin fee / account holder | $70 | $472-85.2% | $13,954-99.5% | $847-91.7% |