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 |
|---|---|---|
BPAS9+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $20,790 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 19 · EIN 16-1503696 | Securities Custodian | $15,567 |
BOWERS & COMPANY CPAS PLLC4 years Filed as: BOWERS & COMPANY CPAS, PLLC Service code 10 · EIN 20-1317788 | Accounting | $8,500 |
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 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 11.55% | 9.92%+1.6pp | 32.30%-20.7pp | 22.81%-11.3pp |
| Employer contribution / active EE | $10,279 | $16,139-36.3% | $33,955-69.7% | $18,290-43.8% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |