See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS8 years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $5,048 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,765 | $98,727+7.1% | $113,168-6.5% | $85,563+23.6% |
| Participation rate | 90.6% | 80.8%+9.7pp | 76.6%+14.0pp | 66.0%+24.6pp |
| Annual return | 17.05% | 17.43%-0.4pp | 24.27%-7.2pp | 31.51%-14.5pp |
| Employer contribution / active EE | $1,348 | $2,907-53.6% | $2,975-54.7% | $2,654-49.2% |
| Participant deferral / active EE | $5,665 | $5,424+4.4% | $5,107+10.9% | $4,375+29.5% |
| Admin fee / account holder | $18 | $357-95.1% | $12,068-99.9% | $834-97.9% |