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 BENEFITS8+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $22,420 |
Participant 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 | $49,428 | $86,897-43.1% | $151,611-67.4% | $64,808-23.7% |
| Participation rate | 83.0% | 87.3%-4.3pp | 87.5%-4.5pp | 71.5%+11.5pp |
| Annual return | -13.70% | -3.57%-10.1pp | 3.33%-17.0pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,691 | $4,010-32.9% | $6,166-56.3% | $2,506+7.4% |
| Participant deferral / active EE | $3,657 | $6,690-45.3% | $8,363-56.3% | $4,310-15.2% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |