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 BENEFITS7+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $63,749 |
Service code 15 · EIN 37-0695761 2 SOUTH WESLEY DRIVE · EAST ALTON, IL 62024 | Recordkeeping | $35,464 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 8182 MARYLAND AVENUE · ST. LOUIS, MO 63105 | Accounting | $11,830 |
Service code 10 · EIN 82-1514691 8700 MANCHESTER ROAD · ST. LOUIS, MO 63144 | Accounting | $11,540 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,289 | $78,275+167.4% | $109,143+91.8% | $86,799+141.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 13.47% | 19.14%-5.7pp | 25.75%-12.3pp | 97.91%-84.4pp |
| Employer contribution / active EE | $5,475 | $3,105+76.4% | $3,722+47.1% | $2,405+127.6% |
| Participant deferral / active EE | $5,912 | $3,641+62.4% | $4,653+27.1% | $4,131+43.1% |
| Admin fee / account holder | $196 | $198-1.4% | $6,752-97.1% | $170+15.4% |