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 PENSION CONSULTING Service code 10 · EIN 48-0890241 | Accounting | $8,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,916 | $58,726-15.0% | $92,233-45.9% | $62,292-19.9% |
| Participation rate | 54.3% | 68.3%-14.0pp | 76.5%-22.1pp | 69.5%-15.2pp |
| Annual return | 14.94% | 43.62%-28.7pp | 176.28%-161.3pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,106 | $2,392-53.8% | $3,679-69.9% | $2,042-45.9% |
| Participant deferral / active EE | $2,503 | $2,766-9.5% | $3,897-35.8% | $3,169-21.0% |
| Admin fee / account holder | $89 | $556-84.0% | $5,194-98.3% | $479-81.4% |