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 BENEFITS4 years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $2,353 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,859 | $84,936+1.1% | $111,297-22.9% | $79,386+8.2% |
| Participation rate | 90.4% | 75.9%+14.6pp | 77.3%+13.1pp | 70.7%+19.7pp |
| Annual return | 16.48% | 17.45%-1.0pp | 54.65%-38.2pp | 116.85%-100.4pp |
| Employer contribution / active EE | $939 | $1,979-52.6% | $2,731-65.6% | $2,427-61.3% |
| Participant deferral / active EE | $6,098 | $3,888+56.8% | $4,487+35.9% | $4,046+50.7% |
| Admin fee / account holder | $10 | $537-98.1% | $7,964-99.9% | $626-98.4% |