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 |
|---|---|---|
BPAS7+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $19,260 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 19 · EIN 16-1503696 | Securities Custodian | $14,369 |
BOWERS & COMPANY CPAS PLLC2 years Filed as: BOWERS & COMPANY CPAS, PLLC Service code 10 · EIN 20-1317788 | Accounting | $8,100 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 10.86% | 10.11%+0.8pp | 10.75%+0.1pp | 11.84%-1.0pp |
| Employer contribution / active EE | $7,407 | $14,976-50.5% | $35,162-78.9% | $17,339-57.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |