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.5+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $14,610 |
RUBINBROWN LLP4 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $12,400 |
Filed as: SANSOME STREET APPRAISER Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $7,000 |
MOLONEY SECURITIES CO, INC.5+ years Service code 28 13537 BARRETT PARKWAY DRIVE · MANCHESTER, MO 63021 | Investment Management | $3,950 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,878 | $34,308+33.7% | $74,701-38.6% | $72,985-37.1% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 7.01% | 26.58%-19.6pp | 752.92%-745.9pp | 81.00%-74.0pp |
| Employer contribution / active EE | $1,887 | $692+172.8% | $1,084+74.1% | $2,440-22.7% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $349 | $2,124-83.6% | $3,333-89.5% | $5,124-93.2% |