See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.1+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $12,085 |
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 | $14,801 | $70,667-79.1% | $123,104-88.0% | $52,331-71.7% |
| Participation rate | 99.5% | 83.7%+15.8pp | 86.8%+12.8pp | 68.1%+31.4pp |
| Annual return | 11.33% | 6.23%+5.1pp | 13.22%-1.9pp | 4.54%+6.8pp |
| Employer contribution / active EE | $1,164 | $2,946-60.5% | $5,151-77.4% | $1,882-38.1% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $69 | $506-86.4% | $9,015-99.2% | $592-88.4% |