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 |
|---|---|---|
Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $31,455 |
MENKE & ASSOCIATES, INC.2 years Filed as: MENKE & ASSOCIATES Service code 14 · EIN 92-2349093 | Plan Administrator | $28,932 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN Service code 51 3424 PEACHTREE ROAD · ATLANTA, GA 303269983 | Investment Mgmt Fees | $28,201 |
Filed as: HUSELTON, MORGAN & MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $18,720 |
ISSACKS & ASSOCIATES6 years Service code 20 1277 JONES ROAD · HOUSTON, TX 770704624 | Trustee (individual) | $17,325 |
PENCHECKS1 year Service code 63 · EIN 33-6134835 | 12b-1 Fees | $6,885 |
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 | $9,144 | $122,186-92.5% | $146,958-93.8% | $199,593-95.4% |
| Participation rate | 99.8% | 78.3%+21.5pp | 82.2%+17.7pp | 72.0%+27.9pp |
| Annual return | 28.79% | 30.56%-1.8pp | 418.34%-389.6pp | 34.25%-5.5pp |
| Employer contribution / active EE | $217 | $4,093-94.7% | $4,933-95.6% | $3,034-92.9% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $95 | $179-46.8% | $12,998-99.3% | $269-64.6% |