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 |
|---|---|---|
MARCUM LLP3 years Service code 34 6002 ROGERDALE ROAD · HOUSTON, TX 77072 | Valuation (appraisals, etc.) | $13,390 |
MENKE & ASSOCIATES, INC.7+ years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $7,605 |
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 | $43,039 | $105,181-59.1% | $159,436-73.0% | $85,850-49.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -4.33% | 45.07%-49.4pp | 263.57%-267.9pp | 318.53%-322.9pp |
| Employer contribution / active EE | $7,089 | $3,318+113.6% | $4,829+46.8% | $2,565+176.4% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $129 | $6,933-98.1% | $10,799-98.8% | $6,260-97.9% |