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 14 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Plan Administrator | $32,498 |
CAVANAGH & O'HARA9+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 333 SALEM PLACE · FAIRVIEW HEIGHTS, IL 62208 | Legal | $22,774 |
SCHEFFEL BOYLE1 year Service code 10 · EIN 37-1206530 143 N. KANSAS STREET · EDWARDSVILLE, IL 62025 | Accounting | $17,480 |
ULLICO7 years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $13,853 |
MARQUETTE ASSOCIATES7 years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $9,846 |
COMMERCE BANK6 years Service code 19 · EIN 48-0962626 922 WALNUT TREE · KANSAS CITY, KS 64106 | Securities Custodian | $8,301 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,413 | $82,917-76.6% | $103,333-81.2% | $77,643-75.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.37% | 19.13%-8.8pp | 24.88%-14.5pp | 31.24%-20.9pp |
| Employer contribution / active EE | $5,116 | $3,552+44.0% | $3,868+32.3% | $2,726+87.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $82 | $638-87.2% | $8,355-99.0% | $430-81.0% |