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 |
|---|---|---|
MENKE & ASSOCIATES, INC.1+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $8,982 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,995 | $70,002-50.0% | $115,037-69.6% | $52,331-33.1% |
| Participation rate | 99.2% | 72.1%+27.1pp | 81.4%+17.8pp | 68.1%+31.1pp |
| Annual return | 11.21% | 4.04%+7.2pp | 26.14%-14.9pp | 4.54%+6.7pp |
| Employer contribution / active EE | $2,932 | $2,715+8.0% | $4,608-36.4% | $1,882+55.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $92 | $566-83.7% | $8,175-98.9% | $592-84.4% |