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.6+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $20,572 |
ESI EQUITY4 years Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,217 | $84,936+107.5% | $111,297+58.3% | $79,386+122.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 34.98% | 17.45%+17.5pp | 54.65%-19.7pp | 116.85%-81.9pp |
| Employer contribution / active EE | $17,216 | $1,979+769.8% | $2,731+530.4% | $2,427+609.2% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $75 | $537-86.0% | $7,964-99.1% | $626-88.0% |