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.3 years Filed as: MENKE AND ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $30,674 |
Filed as: FIDELITY INVESTMENT Service code 21 100 S ASHLEY DR #1190 · TAMPA, FL 33602 | Bank Trustee | $29,238 |
BIGGS KOFFORD, P.C.2 years Filed as: BIGGS KOFFORD Service code 10 630 SOUTHPOINTE COURT, SUITE 200 · COLORADO SPRINGS, CO 80906 | Accounting | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,727 | $101,317-20.3% | $146,958-45.1% | $74,495+8.4% |
| Participation rate | 97.7% | 75.5%+22.2pp | 82.2%+15.5pp | 67.2%+30.5pp |
| Annual return | 12.81% | 8730.91%-8718.1pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $5,781 | $3,810+51.7% | $4,933+17.2% | $2,623+120.4% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $292 | $1,739-83.2% | $12,998-97.8% | $1,942-85.0% |