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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.
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| Provider | Service type | Compensation |
|---|---|---|
MENKE & ASSOCIATES, INC.10+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $23,477 |
MERCER8 years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $13,200 |
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 | $25,938 | $122,239-78.8% | $184,203-85.9% | $74,495-65.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 17.67% | 19.95%-2.3pp | 28.81%-11.1pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,181 | $4,537-74.0% | $6,427-81.6% | $2,623-55.0% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $123 | $1,260-90.3% | $13,901-99.1% | $1,942-93.7% |