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 Service code 29 · EIN 94-2349093 ONE KAISER PLAZA, SUITE 505 · OAKLAND, CA 94612 | Legal | $17,425 |
KJ RETIREMENT CONSULTANTS, LLC2+ years Service code 64 · EIN 45-3547265 P.O. BOX 211201 · ST. PAUL, MN 55121 | Recordkeeping Fees | $13,960 |
ENTERPRISE BANK & TRUST2+ years Filed as: ENTERPRISE SERVICES INC Service code 34 · EIN 39-1763393 355 AUSTIN CIRCLE, SUITE 101 · DELAFIELD, WI 53118 | Valuation (appraisals, etc.) | $10,806 |
BOYUN & BARENSCHEER PLLP1 year Service code 10 · EIN 41-6192096 3050 METRO DRIVE, SUITE 200 · BLOOMINGTON, MN 554251514 | Accounting | $6,750 |
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 | $40,089 | $155,795-74.3% | $136,294-70.6% | $69,631-42.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 6.08% | 232464.33%-232458.3pp | 5155.94%-5149.9pp | 27571.02%-27564.9pp |
| Employer contribution / active EE | $7,559 | $2,991+152.7% | $4,695+61.0% | $2,032+272.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $129 | $128+1.0% | $9,243-98.6% | $110+17.2% |