See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.10+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $29,443 |
ESI EQUITY8 years Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $8,700 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,504 | $87,870+166.9% | $113,168+107.2% | $74,304+215.6% |
| Participation rate | 88.3% | 70.7%+17.6pp | 76.6%+11.8pp | 60.3%+28.0pp |
| Annual return | 9.55% | 26.44%-16.9pp | 24.27%-14.7pp | 29.43%-19.9pp |
| Employer contribution / active EE | $19,170 | $2,277+741.9% | $2,975+544.3% | $2,241+755.4% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $101 | $3,368-97.0% | $12,068-99.2% | $2,969-96.6% |