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.1 year Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $23,422 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,389 | $58,655-58.4% | $91,989-73.5% | $65,185-62.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 19.60% | 33.92%-14.3pp | 69.02%-49.4pp | 29.38%-9.8pp |
| Employer contribution / active EE | $3,849 | $2,080+85.0% | $3,452+11.5% | $2,177+76.8% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,923-100.0% | $3,514-100.0% |
| Admin fee / account holder | $56 | $434-87.2% | $7,743-99.3% | $847-93.4% |