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 year Filed as: MENKE & ASSOCIATES Service code 15 · EIN 94-2349093 | Recordkeeping | $26,307 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,805 | $80,731-65.6% | $103,374-73.1% | $74,546-62.7% |
| Participation rate | 88.8% | 65.7%+23.1pp | 74.5%+14.3pp | 67.2%+21.6pp |
| Annual return | 26.66% | 27.56%-0.9pp | 24.89%+1.8pp | 1366.03%-1339.4pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $72 | $2,369-96.9% | $8,394-99.1% | $1,944-96.3% |