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 9-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 & ASSOCIATES Service code 13 ONE KAISER PLAZA, SUITE 505 · OAKLAND, CA 94612 | Contract Administrator | $33,608 |
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 15 8580 LA MESA BLVD, SUITE 101 · LA MESA, CA 91942 | Recordkeeping | $7,630 |
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.
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 | $6,591 | $101,317-93.5% | $146,958-95.5% | $74,495-91.2% |
| Participation rate | 83.6% | 75.5%+8.1pp | 82.2%+1.5pp | 67.2%+16.4pp |
| Annual return | -17.74% | 8730.91%-8748.7pp | 418.34%-436.1pp | 1364.94%-1382.7pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $190 | $1,739-89.1% | $12,998-98.5% | $1,942-90.2% |