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.4+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $14,748 |
BIGGS KOFFORD, P.C.4+ years Service code 10 · EIN 84-0884124 | Accounting | $13,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,432 | $73,102-32.4% | $123,544-60.0% | $56,287-12.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 9.81% | 3.01%+6.8pp | 119.20%-109.4pp | -9.96%+19.8pp |
| Employer contribution / active EE | $4,545 | $2,977+52.7% | $4,628-1.8% | $2,111+115.3% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $272 | $554-50.8% | $9,284-97.1% | $521-47.7% |