Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
DEMARS PENSION CONSULTING SERVICES10+ years Service code 10 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 662101515 | Accounting | $6,109 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $890 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,963 | $64,517-16.4% | $81,438-33.7% | $80,874-33.3% |
| Participation rate | 98.0% | 63.9%+34.0pp | 69.5%+28.4pp | 67.6%+30.3pp |
| Annual return | 16.15% | 16.35%-0.2pp | 24.74%-8.6pp | 35.62%-19.5pp |
| Employer contribution / active EE | $463 | $1,982-76.7% | $2,460-81.2% | $2,756-83.2% |
| Participant deferral / active EE | $2,239 | $3,096-27.7% | $3,883-42.3% | $4,297-47.9% |
| Admin fee / account holder | $183 | $5,677-96.8% | $5,764-96.8% | $6,935-97.4% |