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 |
|---|---|---|
ANDERSON, LOWER, WHITLOW, P.C.10+ years Service code 10 · EIN 42-1394940 1805 STATE ST, STE 201 · BETTENDORF, IA 52722 | Accounting | $11,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,824 | $119,446-25.6% | $150,045-40.8% | $85,563+3.8% |
| Participation rate | 92.0% | 75.4%+16.6pp | 82.3%+9.7pp | 66.0%+26.1pp |
| Annual return | 28.54% | 23.72%+4.8pp | 62.55%-34.0pp | 31.51%-3.0pp |
| Employer contribution / active EE | $1,182 | $4,078-71.0% | $4,693-74.8% | $2,654-55.4% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $60 | $548-89.0% | $13,435-99.6% | $834-92.8% |