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.4+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $19,184 |
WARREN AVERETT, LLC4+ years Service code 10 · EIN 45-4084437 | Accounting | $16,000 |
SANSOME STREET APPRAISERS, INC.4+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $7,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,939 | $59,186+18.2% | $76,768-8.9% | $56,287+24.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 23.30% | 6.62%+16.7pp | 2.43%+20.9pp | -9.96%+33.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $191 | $489-60.9% | $6,675-97.1% | $521-63.3% |