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+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $11,017 |
BIGGS KOFFORD, P.C.1+ years Service code 10 · EIN 84-0884124 | Accounting | $8,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,501 | $72,177-55.0% | $115,037-71.7% | $59,632-45.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 14.49% | 12.02%+2.5pp | 26.14%-11.6pp | 2041.28%-2026.8pp |
| Employer contribution / active EE | $5,682 | $2,841+100.0% | $4,608+23.3% | $2,203+158.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $214 | $4,927-95.7% | $8,175-97.4% | $4,297-95.0% |