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 BENEFITS10+ years Service code 14 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Plan Administrator | $40,682 |
CAVANAGH & O'HARA10+ years Filed as: CAVANAGH & O'HARA LLP Service code 29 · EIN 37-1259635 333 SALEM PLACE · FAIRVIEW HEIGHTS, IL 62208 | Legal | $23,634 |
SCHEFFEL BOYLE2 years Service code 10 · EIN 37-1206530 143 N. KANSAS STREET · EDWARDSVILLE, IL 62025 | Accounting | $18,725 |
ULLICO8 years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $16,031 |
MARQUETTE ASSOCIATES8 years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $11,158 |
COMMERCE BANK7 years Service code 19 · EIN 48-0962626 922 WALNUT TREE · KANSAS CITY, KS 64106 | Securities Custodian | $10,882 |
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 | $18,052 | $103,641-82.6% | $107,525-83.2% | $102,872-82.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 6.96% | 13.08%-6.1pp | 181.32%-174.4pp | 19.06%-12.1pp |
| Employer contribution / active EE | $5,292 | $5,096+3.8% | $3,754+41.0% | $3,526+50.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $84 | $276-69.7% | $8,919-99.1% | $292-71.4% |