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.7+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $32,104 |
ESI EQUITY5 years Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $7,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,261 | $65,435+199.9% | $86,677+126.4% | $66,914+193.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 2.89% | -10.89%+13.8pp | 35.91%-33.0pp | 1.58%+1.3pp |
| Employer contribution / active EE | $20,227 | $2,153+839.4% | $2,836+613.1% | $2,544+695.0% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $127 | $642-80.2% | $7,493-98.3% | $593-78.6% |