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.10+ years Service code 13 · EIN 94-2349093 | Contract Administrator | $36,688 |
WARREN AVERETT, LLC10+ years Service code 10 · EIN 45-4084437 | Accounting | $17,500 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 28 P.O BOX 628291 · ORLANDO, FL 32862 | Investment Management | $9,779 |
SANSOME STREET APPRAISERS, INC.10+ years Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $8,600 |
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 | $85,085 | $79,171+7.5% | $102,423-16.9% | $74,495+14.2% |
| Participation rate | 98.6% | 74.8%+23.8pp | 76.5%+22.1pp | 67.2%+31.4pp |
| Annual return | 15.39% | 54.93%-39.5pp | 29.32%-13.9pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $253 | $2,001-87.4% | $9,451-97.3% | $1,942-87.0% |