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 |
|---|---|---|
ESOP ECONOMICS1 year Service code 11 PO BOX #577 · FORT WASHINGTON, PA 19034 | Actuarial | $19,272 |
MARCUM LLP1 year Service code 34 6002 ROGERDALE ROAD · HOUSTON, TX 77072 | Valuation (appraisals, etc.) | $13,390 |
MENKE & ASSOCIATES, INC.5+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $12,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,333 | $89,355-32.5% | $141,162-57.3% | $72,985-17.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 6.18% | 111.85%-105.7pp | 71.39%-65.2pp | 81.00%-74.8pp |
| Employer contribution / active EE | $7,606 | $3,114+144.2% | $4,735+60.6% | $2,440+211.8% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $345 | $5,958-94.2% | $10,261-96.6% | $5,124-93.3% |