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 | $2,952 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,681 | $65,435+9.5% | $86,677-17.3% | $66,914+7.1% |
| Participation rate | 92.0% | 75.5%+16.6pp | 76.6%+15.5pp | 69.8%+22.2pp |
| Annual return | -17.42% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $809 | $2,153-62.4% | $2,836-71.5% | $2,544-68.2% |
| Participant deferral / active EE | $5,414 | $4,100+32.0% | $4,656+16.3% | $4,237+27.8% |
| Admin fee / account holder | $12 | $642-98.1% | $7,493-99.8% | $593-97.9% |