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 BENEFITS4+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $4,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,542 | $59,186+0.6% | $76,768-22.4% | $56,287+5.8% |
| Participation rate | 73.1% | 75.2%-2.1pp | 77.0%-3.9pp | 69.9%+3.3pp |
| Annual return | -5.65% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $508 | $1,759-71.1% | $2,485-79.6% | $2,111-75.9% |
| Participant deferral / active EE | $2,968 | $3,255-8.8% | $3,852-23.0% | $3,350-11.4% |
| Admin fee / account holder | $9 | $489-98.1% | $6,675-99.9% | $521-98.2% |