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 | $1,836 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,701 | $65,376+18.9% | $87,100-10.8% | $65,185+19.2% |
| Participation rate | 90.6% | 75.3%+15.3pp | 76.9%+13.8pp | 70.2%+20.4pp |
| Annual return | 29.32% | 31.27%-1.9pp | 28.19%+1.1pp | 29.38%-0.1pp |
| Employer contribution / active EE | $686 | $1,822-62.3% | $2,521-72.8% | $2,177-68.5% |
| Participant deferral / active EE | $4,059 | $3,388+19.8% | $4,049+0.3% | $3,514+15.5% |
| Admin fee / account holder | $9 | $520-98.2% | $7,497-99.9% | $847-98.9% |