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 BENEFITS7 years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $3,692 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,044 | $79,171+25.1% | $102,423-3.3% | $74,495+33.0% |
| Participation rate | 91.5% | 74.8%+16.7pp | 76.5%+15.0pp | 67.2%+24.3pp |
| Annual return | 16.51% | 54.93%-38.4pp | 29.32%-12.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,290 | $2,362-45.4% | $3,023-57.3% | $2,623-50.8% |
| Participant deferral / active EE | $5,394 | $4,415+22.2% | $5,053+6.7% | $4,346+24.1% |
| Admin fee / account holder | $14 | $2,001-99.3% | $9,451-99.9% | $1,942-99.3% |