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.2 years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $16,452 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL Service code 34 ONE LINCOLN CENTER, 18W140 · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $15,000 |
Filed as: FIDELITY INVESTMENT Service code 21 100 S ASHLEY DR #1190 · TAMPA, FL 33602 | Bank Trustee | $14,061 |
BIGGS KOFFORD, P.C.1 year Filed as: BIGGS KOFFORD Service code 10 630 SOUTHPOINTE COURT, SUITE 200 · COLORADO SPRINGS, CO 80906 | Accounting | $11,750 |
Filed as: RAYMOND JAMES Service code 21 5251 DTC PARKWAY · GREENWOOD VILLAGE, CO 80111 | Bank Trustee | $10,549 |
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 | $79,898 | $91,407-12.6% | $135,903-41.2% | $71,457+11.8% |
| Participation rate | 99.4% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 13.70% | 29.90%-16.2pp | 68.23%-54.5pp | 28.85%-15.1pp |
| Employer contribution / active EE | $6,452 | $3,703+74.2% | $4,856+32.9% | $2,588+149.3% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $297 | $1,266-76.5% | $10,762-97.2% | $1,587-81.3% |