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 7-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 |
|---|---|---|
RUBENS PARTNERS LLP1 year Service code 10 · EIN 20-4519974 | Accounting | $17,700 |
MENKE & ASSOCIATES, INC.1 year Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $12,900 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,057 | $78,419-54.0% | $133,956-73.1% | $73,409-50.9% |
| Participation rate | 98.0% | 78.6%+19.4pp | 79.8%+18.2pp | 72.2%+25.8pp |
| Annual return | -0.24% | 33.35%-33.6pp | 45.09%-45.3pp | 59.29%-59.5pp |
| Employer contribution / active EE | $12,000 | $2,044+487.2% | $3,919+206.2% | $2,234+437.2% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $110 | $161-31.5% | $8,927-98.8% | $158-30.0% |