See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS4+ years Service code 15 | Recordkeeping | $16,802 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,053 | $59,186+64.0% | $76,768+26.4% | $56,287+72.4% |
| Participation rate | 93.2% | 75.2%+17.9pp | 77.0%+16.2pp | 69.9%+23.3pp |
| Annual return | 7.43% | 6.62%+0.8pp | 2.43%+5.0pp | -9.96%+17.4pp |
| Employer contribution / active EE | $2,129 | $1,759+21.1% | $2,485-14.3% | $2,111+0.9% |
| Participant deferral / active EE | $7,259 | $3,255+123.0% | $3,852+88.5% | $3,350+116.7% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |