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 9-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.1 year Filed as: MENKE & ASSOCIATES Service code 64 · EIN 94-2349093 ONE KAISER PLAZA STE. 505 · OAKLAND, CA 94612 | Recordkeeping Fees | $105,798 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 64 · EIN 94-1737782 2333 TOWN CENTER DRIVE SUITE 100 · SUGARLAND, TX 77478 | Recordkeeping Fees | $17,377 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,800 | $105,181-35.5% | $159,436-57.5% | $85,850-21.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 93.45% | 45.07%+48.4pp | 263.57%-170.1pp | 318.53%-225.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $955 | $6,933-86.2% | $10,799-91.2% | $6,260-84.7% |