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.6+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $15,110 |
RUBINBROWN LLP5 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $12,800 |
Filed as: SANSOME STREET APPRAISER Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $7,500 |
MOLONEY SECURITIES CO, INC.6+ years Service code 28 13537 BARRETT PARKWAY DRIVE · MANCHESTER, MO 63021 | Investment Management | $2,072 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,164 | $37,426+26.0% | $77,482-39.1% | $79,858-40.9% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 29.80% | 39.70%-9.9pp | 54.79%-25.0pp | 31.71%-1.9pp |
| Employer contribution / active EE | $1,351 | $637+112.3% | $986+37.0% | $2,471-45.3% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $294 | $2,504-88.3% | $2,858-89.7% | $5,306-94.5% |