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 BENEFITS9+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $29,157 |
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 | $64,502 | $130,194-50.5% | $169,993-62.1% | $71,457-9.7% |
| Participation rate | 86.7% | 86.1%+0.5pp | 87.0%-0.3pp | 67.9%+18.8pp |
| Annual return | 22.52% | 20.37%+2.2pp | 53.37%-30.8pp | 28.85%-6.3pp |
| Employer contribution / active EE | $3,181 | $4,381-27.4% | $6,785-53.1% | $2,588+22.9% |
| Participant deferral / active EE | $4,481 | $6,923-35.3% | $10,408-56.9% | $4,289+4.5% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |