Filed July 28, 2022
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 BENEFITS6+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $28,459 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,955 | $136,307-56.0% | $177,821-66.3% | $73,488-18.4% |
| Participation rate | 78.4% | 86.1%-7.7pp | 87.7%-9.4pp | 70.7%+7.7pp |
| Annual return | 15.21% | 18.68%-3.5pp | 48.32%-33.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,114 | $3,712-70.0% | $5,918-81.2% | $2,270-50.9% |
| Participant deferral / active EE | $2,753 | $5,829-52.8% | $7,714-64.3% | $3,740-26.4% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |