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 BENEFITS9+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $28,404 |
Service code 15 · EIN 37-0695761 2 SOUTH WESLEY DRIVE · EAST ALTON, IL 62024 | Recordkeeping | $16,510 |
Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 63101 | Accounting | $16,500 |
Service code 10 · EIN 82-1514691 8700 MANCHESTER ROAD · ST. LOUIS, MO 63144 | Accounting | $13,200 |
HAMMOND AND SHINNERS, P.C.9+ 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 | $188,253 | $92,971+102.5% | $96,683+94.7% | $74,419+153.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 18.25% | 37.49%-19.2pp | 35.69%-17.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $5,573 | $3,426+62.7% | $3,737+49.1% | $2,637+111.3% |
| Participant deferral / active EE | $8,011 | $3,970+101.8% | $4,878+64.2% | $4,528+76.9% |
| Admin fee / account holder | $170 | $633-73.1% | $6,730-97.5% | $348-51.0% |