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 5-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 Service code 10 · EIN 48-0890241 | Accounting | $0 |
MATRIX TRUST COMPANY5+ years Service code 19 · EIN 75-3182674 717 7TH STREET · DENVER, CO 80202 | Securities Custodian | $0 |
MODERN WEALTH HOLDINGS LLC3 years Filed as: MODERN WEALTH HOLDINGS Service code 26 · EIN 92-1037746 262 EL DORADO · MONTEREY, CA 93940 | Advisory (Participants) | $0 |
Service code 10 · EIN 32-0169227 1500 NORTH OAK DRIVE SUITE B · PLYMOUTH, IN 46563 | Accounting | $0 |
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 | $65,509 | $57,831+13.3% | $82,389-20.5% | $85,563-23.4% |
| Participation rate | 75.6% | 55.0%+20.7pp | 69.5%+6.1pp | 66.0%+9.7pp |
| Annual return | 15.50% | 17.86%-2.4pp | 28.67%-13.2pp | 31.51%-16.0pp |
| Employer contribution / active EE | $1,439 | $1,643-12.4% | $2,517-42.8% | $2,654-45.8% |
| Participant deferral / active EE | $3,042 | $3,118-2.4% | $4,155-26.8% | $4,375-30.5% |
| Admin fee / account holder | $273 | $1,391-80.4% | $7,231-96.2% | $834-67.2% |