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 & COMPANY Service code 10 · EIN 42-1363298 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,591 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,017 | $99,078+5.0% | $96,544+7.7% | $74,419+39.8% |
| Participation rate | 83.9% | 80.7%+3.3pp | 76.0%+8.0pp | 70.7%+13.2pp |
| Annual return | 16.28% | 22.48%-6.2pp | 25.84%-9.6pp | 34.38%-18.1pp |
| Employer contribution / active EE | $619 | $2,570-75.9% | $2,965-79.1% | $2,637-76.5% |
| Participant deferral / active EE | $4,330 | $4,933-12.2% | $4,851-10.7% | $4,528-4.4% |
| Admin fee / account holder | $113 | $225-49.5% | $8,252-98.6% | $348-67.4% |