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.8+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $21,657 |
ESI EQUITY6 years Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $8,100 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,018 | $76,050+178.8% | $96,544+119.6% | $71,457+196.7% |
| Participation rate | 98.5% | 74.4%+24.1pp | 76.0%+22.5pp | 67.9%+30.6pp |
| Annual return | 12.63% | 22.81%-10.2pp | 25.84%-13.2pp | 28.85%-16.2pp |
| Employer contribution / active EE | $19,246 | $2,244+757.6% | $2,965+549.1% | $2,588+643.8% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $90 | $2,707-96.7% | $8,252-98.9% | $1,587-94.3% |