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 9-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 |
|---|---|---|
Filed as: BOWEN GROUP ADVISORS, LLC Service code 27 2410 E 25TH CIRCLE · IDAHO FALLS, ID 83404 | Advisory (Plan) | $3,294 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $254 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,313 | $85,766-36.7% | $136,294-60.1% | $70,131-22.6% |
| Participation rate | 95.7% | 74.2%+21.5pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 13.40% | 31.45%-18.1pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $770 | $2,966-74.0% | $4,695-83.6% | $2,342-67.1% |
| Participant deferral / active EE | $8,785 | $5,051+73.9% | $6,247+40.6% | $3,332+163.7% |
| Admin fee / account holder | $22 | $5,420-99.6% | $9,243-99.8% | $4,645-99.5% |