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 BENEFITS8+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $22,372 |
Service code 15 · EIN 37-0695761 2 SOUTH WESLEY DRIVE · EAST ALTON, IL 62024 | Recordkeeping | $18,328 |
Service code 10 · EIN 82-1514691 8700 MANCHESTER ROAD · ST. LOUIS, MO 63144 | Accounting | $16,655 |
Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 63101 | Accounting | $10,000 |
HAMMOND AND SHINNERS, P.C.8+ years Service code 29 · EIN 43-1429257 13205 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Legal | $5,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,761 | $64,119+167.9% | $112,228+53.0% | $66,914+156.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.62% | -13.81%-3.8pp | 27.45%-45.1pp | 1.58%-19.2pp |
| Employer contribution / active EE | $6,625 | $3,005+120.4% | $3,635+82.3% | $2,544+160.4% |
| Participant deferral / active EE | $7,199 | $3,693+94.9% | $4,728+52.3% | $4,237+69.9% |
| Admin fee / account holder | $161 | $625-74.3% | $6,410-97.5% | $593-72.9% |