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.6+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $13,578 |
MARCUM LLP2 years Service code 34 6002 ROGERDALE ROAD · HOUSTON, TX 77072 | Valuation (appraisals, etc.) | $13,390 |
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 | $47,650 | $98,750-51.7% | $149,696-68.2% | $79,858-40.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -13.90% | 27.43%-41.3pp | 276.60%-290.5pp | 31.71%-45.6pp |
| Employer contribution / active EE | $6,389 | $3,216+98.6% | $4,644+37.6% | $2,471+158.6% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $183 | $6,053-97.0% | $9,309-98.0% | $5,306-96.5% |