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 |
|---|---|---|
Filed as: DEMARS PENSION CONSULTING, INC Service code 14 8700 INDIAN CREEK PARKWAY · OVERLAND PARK, KS 66210 | Plan Administrator | $11,902 |
THE WHITLOCK COMPANY1 year Service code 10 3271 EAST BATTLEFIELD · SPRINGFIELD, MO 65804 | Accounting | $8,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,485 | $91,552+4.3% | $133,956-28.7% | $79,858+19.6% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.6%+29.3pp |
| Annual return | 37.39% | 61.85%-24.5pp | 45.09%-7.7pp | 31.71%+5.7pp |
| Employer contribution / active EE | $13,176 | $2,384+452.8% | $3,919+236.2% | $2,471+433.3% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $190 | $6,321-97.0% | $8,927-97.9% | $5,306-96.4% |