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 BENEFITS5+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $10,147 |
EKON BENEFITS2 years Filed as: EKON BENEFOTS Service code 15 | Recordkeeping | $1,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,636 | $109,359+38.7% | $162,163-6.5% | $72,985+107.8% |
| Participation rate | 78.6% | 84.3%-5.7pp | 87.6%-9.0pp | 69.5%+9.1pp |
| Annual return | 23.18% | 25.46%-2.3pp | 115.59%-92.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,581 | $3,907-59.5% | $5,614-71.8% | $2,440-35.2% |
| Participant deferral / active EE | $3,801 | $5,481-30.6% | $7,298-47.9% | $3,607+5.4% |
| Admin fee / account holder | $4 | $7,972-100.0% | $10,843-100.0% | $5,124-99.9% |