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.1 year Service code 13 · EIN 94-2349093 | Contract Administrator | $20,328 |
TURNER, STONE & COMPANY1 year Filed as: TURNER, STONE & COMPANY, LLC Service code 10 · EIN 75-2608885 | Accounting | $14,800 |
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 | $99,364 | $39,948+148.7% | $89,391+11.2% | $73,409+35.4% |
| Participation rate | 100.0% | 50.4%+49.6pp | 68.0%+32.0pp | 72.2%+27.8pp |
| Annual return | 12.27% | 50.12%-37.9pp | 245.62%-233.3pp | 59.29%-47.0pp |
| Employer contribution / active EE | $6,540 | $1,200+445.1% | $2,586+152.9% | $2,234+192.8% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $88 | $134-34.8% | $4,881-98.2% | $158-44.6% |