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.8+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $17,481 |
RUBINBROWN LLP7 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $13,900 |
Filed as: SANSOME STREET APPRAISER Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $7,725 |
MOLONEY SECURITIES CO, INC.8+ years Service code 28 13537 BARRETT PARKWAY DRIVE · MANCHESTER, MO 63021 | Investment Management | $3,507 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,934 | $27,641+142.2% | $61,373+9.1% | $68,494-2.3% |
| Participation rate | 97.1% | 39.5%+57.7pp | 52.6%+44.6pp | 67.9%+29.3pp |
| Annual return | 28.83% | -13.24%+42.1pp | 338.61%-309.8pp | -7.84%+36.7pp |
| Employer contribution / active EE | $714 | $695+2.7% | $1,159-38.4% | $2,596-72.5% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $328 | $2,010-83.7% | $2,130-84.6% | $5,403-93.9% |