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.9+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $16,086 |
ESI EQUITY7 years Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $8,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,470 | $79,171+173.4% | $102,423+111.3% | $74,495+190.6% |
| Participation rate | 72.3% | 74.8%-2.5pp | 76.5%-4.1pp | 67.2%+5.1pp |
| Annual return | 17.79% | 54.93%-37.1pp | 29.32%-11.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $17,894 | $2,362+657.5% | $3,023+491.8% | $2,623+582.2% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $66 | $2,001-96.7% | $9,451-99.3% | $1,942-96.6% |