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 |
|---|---|---|
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $11,282 |
KOSITZKA, WICKS AND COMPANY1 year Filed as: KOSITZKA WICKS AND COMPANY Service code 10 · EIN 54-1342298 | Accounting | $8,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,611 | $82,664-87.2% | $125,339-91.5% | $68,494-84.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -1.94% | -5.97%+4.0pp | 572.05%-574.0pp | -7.84%+5.9pp |
| Employer contribution / active EE | $1,591 | $3,381-52.9% | $4,814-66.9% | $2,596-38.7% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $185 | $6,275-97.1% | $10,010-98.2% | $5,403-96.6% |