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.4 years Filed as: MENKE AND ASSOCIATES Service code 14 · EIN 94-2349093 | Plan Administrator | $45,992 |
ISSACKS & ASSOCIATES4 years Service code 20 12777 JONES ROAD · HOUSTON, TX 770704624 | Trustee (individual) | $25,750 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: J. P. MORGAN Service code 51 3424 PEACHTREE ROAD · ATLANTA, GA 303269983 | Investment Mgmt Fees | $25,186 |
Filed as: HUSELTON, MORGAN, & MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,543 | $82,202-88.4% | $125,339-92.4% | $64,808-85.3% |
| Participation rate | 99.5% | 77.9%+21.6pp | 82.4%+17.1pp | 71.5%+28.0pp |
| Annual return | 35.97% | 3.48%+32.5pp | 572.05%-536.1pp | 32.82%+3.1pp |
| Employer contribution / active EE | $418 | $3,615-88.4% | $4,814-91.3% | $2,506-83.3% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $145 | $163-11.3% | $10,010-98.6% | $188-22.9% |