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.4+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $21,259 |
ESI EQUITY2 years Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $6,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,671 | $65,376+98.3% | $87,100+48.9% | $65,185+98.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | -7.54% | 31.27%-38.8pp | 28.19%-35.7pp | 29.38%-36.9pp |
| Employer contribution / active EE | $15,636 | $1,822+758.0% | $2,521+520.2% | $2,177+618.4% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $73 | $520-86.0% | $7,497-99.0% | $847-91.4% |