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 |
|---|---|---|
EKON BENEFITS3+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $9,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,321 | $64,909-0.9% | $82,313-21.9% | $62,292+3.3% |
| Participation rate | 77.5% | 74.9%+2.6pp | 76.9%+0.6pp | 69.5%+7.9pp |
| Annual return | 16.00% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $531 | $1,676-68.3% | $2,428-78.1% | $2,042-74.0% |
| Participant deferral / active EE | $3,102 | $3,1030% | $3,706-16.3% | $3,169-2.1% |
| Admin fee / account holder | $7 | $440-98.4% | $5,608-99.9% | $479-98.5% |