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.1 year Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $10,807 |
ESI EQUITY1 year Service code 10 335 AUSTIN CIRCLE · DELAFIELD, WI 53108 | Accounting | $8,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,201 | $95,803-46.6% | $113,168-54.8% | $84,808-39.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | -38.65% | 25.00%-63.7pp | 24.27%-62.9pp | 40.90%-79.5pp |
| Employer contribution / active EE | $14,759 | $2,360+525.4% | $2,975+396.1% | $2,631+461.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,526 | $8,989-27.4% | $12,068-45.9% | $7,344-11.1% |