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 BENEFITS2+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $9,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,492 | $87,841+17.8% | $133,980-22.8% | $62,891+64.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.10% | 12.05%-4.0pp | 29.30%-21.2pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,654 | $3,483-52.5% | $5,211-68.3% | $2,281-27.5% |
| Participant deferral / active EE | $3,932 | $4,812-18.3% | $6,282-37.4% | $3,203+22.8% |
| Admin fee / account holder | $14 | $5,371-99.7% | $9,324-99.8% | $4,296-99.7% |