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.7+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $24,852 |
WARREN AVERETT, LLC7+ years Service code 10 · EIN 45-4084437 | Accounting | $16,500 |
Filed as: CHARLES SCHWAB Service code 28 P.O BOX 628291 · ORLANDO, FL 32862 | Investment Management | $10,048 |
SANSOME STREET APPRAISERS, INC.7+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $7,725 |
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 | $95,382 | $84,936+12.3% | $111,297-14.3% | $79,386+20.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 20.87% | 17.45%+3.4pp | 54.65%-33.8pp | 116.85%-96.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $215 | $537-60.0% | $7,964-97.3% | $626-65.7% |