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 |
|---|---|---|
ISSACKS & ASSOCIATES5 years Service code 20 1277 JONES ROAD · HOUSTON, TX 770704624 | Trustee (individual) | $39,375 |
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE & ASSOCIATES Service code 14 · EIN 92-2349093 | Plan Administrator | $36,159 |
Filed as: HUSELTON, MORGAN & MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $33,350 |
Filed as: J.P. MORGAN Service code 51 3424 PEACHTREE ROAD · ATLANTA, GA 303269983 | Investment Mgmt Fees | $24,719 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $8,247 | $107,459-92.3% | $135,903-93.9% | $80,160-89.7% |
| Participation rate | 99.8% | 78.0%+21.8pp | 81.9%+17.9pp | 72.9%+26.9pp |
| Annual return | 46.62% | 91.91%-45.3pp | 68.23%-21.6pp | 40.38%+6.2pp |
| Employer contribution / active EE | $224 | $3,877-94.2% | $4,856-95.4% | $2,978-92.5% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $116 | $127-9.0% | $10,762-98.9% | $145-20.3% |