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 SVCS, INC Service code 10 8700 INDIAN CREEK PKWY, STE 185 · OVERLAND PARK, KS 66210 | Accounting | $3,400 |
NATIONWIDE9 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,539 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,567 | $55,472+68.7% | $155,567-39.9% | $74,546+25.5% |
| Participation rate | 89.5% | 61.9%+27.6pp | 78.2%+11.3pp | 67.2%+22.3pp |
| Annual return | 14.50% | 268.72%-254.2pp | 64.74%-50.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $4,228 | $2,269+86.4% | $4,674-9.5% | $2,624+61.1% |
| Participant deferral / active EE | $3,782 | $2,838+33.3% | $5,628-32.8% | $4,347-13.0% |
| Admin fee / account holder | $186 | $1,743-89.3% | $15,916-98.8% | $1,944-90.4% |