See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.2 years Filed as: MENKE & COMPANY Service code 10 · EIN 42-1363298 | Accounting | $15,000 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,955 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$356 |
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 | $108,487 | $79,171+37.0% | $102,423+5.9% | $74,495+45.6% |
| Participation rate | 87.4% | 74.8%+12.6pp | 76.5%+10.9pp | 67.2%+20.2pp |
| Annual return | 11.66% | 54.93%-43.3pp | 29.32%-17.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $686 | $2,362-71.0% | $3,023-77.3% | $2,623-73.9% |
| Participant deferral / active EE | $4,717 | $4,415+6.8% | $5,053-6.6% | $4,346+8.5% |
| Admin fee / account holder | $98 | $2,001-95.1% | $9,451-99.0% | $1,942-95.0% |