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 |
|---|---|---|
ROGERS CLEM AND COMPANY1 year Filed as: ROGERS, CLEM AND COMPANY Service code 10 · EIN 95-2694521 | Accounting | $6,985 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,325 |
Employer contribution per participant 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 | $33,265 | $40,174-17.2% | $84,015-60.4% | $67,579-50.8% |
| Participation rate | 94.5% | 62.7%+31.8pp | 69.0%+25.5pp | 71.3%+23.2pp |
| Annual return | 23.74% | 25.82%-2.1pp | 71.31%-47.6pp | 378.56%-354.8pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,476 | $2,301+51.1% | $3,239+7.3% | $3,539-1.8% |
| Admin fee / account holder | $34 | $128-73.6% | $6,101-99.4% | $142-76.2% |