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.3+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $28,660 |
REHMANN ROBSON1 year Filed as: REHMANN ROBSON LLC Service code 10 · EIN 38-3635706 | Accounting | $9,950 |
ESI EQUITY1 year Service code 34 355 AUSTIN CIRCLE · DELAFIELD, WI 53018 | Valuation (appraisals, etc.) | $6,433 |
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 | $154,808 | $59,186+161.6% | $76,768+101.7% | $56,287+175.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 50.14% | 6.62%+43.5pp | 2.43%+47.7pp | -9.96%+60.1pp |
| Employer contribution / active EE | $15,263 | $1,759+767.9% | $2,485+514.2% | $2,111+623.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $121 | $489-75.3% | $6,675-98.2% | $521-76.8% |