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.3 years Filed as: MENKE & COMPANY Service code 10 · EIN 42-1363298 | Accounting | $15,500 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,704 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,342 |
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 | $124,404 | $87,870+41.6% | $113,168+9.9% | $74,304+67.4% |
| Participation rate | 85.4% | 70.7%+14.7pp | 76.6%+8.9pp | 60.3%+25.1pp |
| Annual return | 16.02% | 26.44%-10.4pp | 24.27%-8.2pp | 29.43%-13.4pp |
| Employer contribution / active EE | $661 | $2,277-71.0% | $2,975-77.8% | $2,241-70.5% |
| Participant deferral / active EE | $4,360 | $4,241+2.8% | $5,107-14.6% | $3,767+15.7% |
| Admin fee / account holder | $83 | $3,368-97.5% | $12,068-99.3% | $2,969-97.2% |