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.8+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $15,867 |
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 | $10,930 | $65,435-83.3% | $86,677-87.4% | $66,914-83.7% |
| Participation rate | 99.4% | 75.5%+23.9pp | 76.6%+22.8pp | 69.8%+29.6pp |
| Annual return | 17.49% | -10.89%+28.4pp | 35.91%-18.4pp | 1.58%+15.9pp |
| Employer contribution / active EE | $1,366 | $2,153-36.6% | $2,836-51.8% | $2,544-46.3% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $33 | $642-94.8% | $7,493-99.6% | $593-94.4% |