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 9-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 BENEFITS2 years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $22,242 |
JAG CAPITAL MANAGEMENT1 year Filed as: JAG CAPITAL MANAGEMENT LLC Service code 16 9841 CLAYTON ROAD · ST. LOUIS, MO 63124 | Consulting | $21,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,344 | $77,660-9.4% | $109,143-35.5% | $79,386-11.4% |
| Participation rate | 88.7% | 67.8%+20.9pp | 75.9%+12.8pp | 70.7%+18.0pp |
| Annual return | 20.19% | 23.44%-3.2pp | 25.75%-5.6pp | 116.85%-96.7pp |
| Employer contribution / active EE | $4,592 | $2,797+64.1% | $3,722+23.4% | $2,427+89.2% |
| Participant deferral / active EE | $7,059 | $3,518+100.7% | $4,653+51.7% | $4,046+74.5% |
| Admin fee / account holder | $286 | $732-60.9% | $6,752-95.8% | $626-54.4% |