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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STAMBAUGH NESS PC1 year Filed as: STAMBAUGH NESS, INC. Service code 10 · EIN 23-2846715 | Accounting | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,159 | $89,753-59.7% | $107,525-66.4% | $84,808-57.4% |
| Participation rate | 97.7% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.4pp |
| Annual return | 16.15% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,982 | $3,113-4.2% | $3,754-20.5% | $2,631+13.4% |
| Participant deferral / active EE | $5,652 | $4,056+39.4% | $5,116+10.5% | $4,212+34.2% |
| Admin fee / account holder | $216 | $7,222-97.0% | $8,919-97.6% | $7,344-97.1% |