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 BENEFITS3 years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $2,072 |
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 | $79,301 | $73,638+7.7% | $95,952-17.4% | $73,488+7.9% |
| Participation rate | 91.4% | 76.2%+15.2pp | 77.1%+14.3pp | 70.7%+20.7pp |
| Annual return | 16.51% | 16.78%-0.3pp | 91.61%-75.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $668 | $1,863-64.1% | $2,541-73.7% | $2,270-70.6% |
| Participant deferral / active EE | $4,606 | $3,617+27.3% | $4,167+10.5% | $3,740+23.2% |
| Admin fee / account holder | $9 | $482-98.1% | $6,795-99.9% | $513-98.2% |