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.2+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $20,577 |
REHMANN ROBSON2+ years Service code 10 · EIN 38-2775013 | Accounting | $9,950 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,833 | $64,909+76.9% | $82,313+39.5% | $62,292+84.3% |
| Participation rate | 99.0% | 74.9%+24.1pp | 76.9%+22.1pp | 69.5%+29.4pp |
| Annual return | 22.74% | 21.18%+1.6pp | 25.88%-3.1pp | 28.90%-6.2pp |
| Employer contribution / active EE | $13,542 | $1,676+708.0% | $2,428+457.7% | $2,042+563.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $106 | $440-76.0% | $5,608-98.1% | $479-78.0% |