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 BENEFITS7+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $33,124 |
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 | $67,699 | $121,341-44.2% | $189,513-64.3% | $79,386-14.7% |
| Participation rate | 82.5% | 86.1%-3.6pp | 87.8%-5.3pp | 70.7%+11.8pp |
| Annual return | 17.92% | 21.08%-3.2pp | 555.15%-537.2pp | 116.85%-98.9pp |
| Employer contribution / active EE | $461 | $3,915-88.2% | $6,162-92.5% | $2,427-81.0% |
| Participant deferral / active EE | $3,287 | $6,395-48.6% | $8,221-60.0% | $4,046-18.7% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |