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 BENEFITS4+ years Service code 14 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Plan Administrator | $15,110 |
CAVANAGH & O'HARA4+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 333 SALEM PLACE · FAIRVIEW HEIGHTS, IL 62208 | Legal | $14,711 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $9,130 |
COMMERCE BANK1 year Service code 19 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, KS 64106 | Securities Custodian | $3,279 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,410 | $66,601-42.3% | $92,893-58.7% | $67,579-43.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 2.87% | 92.58%-89.7pp | 109.41%-106.5pp | 378.56%-375.7pp |
| Employer contribution / active EE | $5,729 | $2,775+106.4% | $3,653+56.8% | $2,148+166.7% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $130 | $199-34.9% | $5,794-97.8% | $142-9.0% |