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 | Recordkeeping | $106,555 |
Service code 29 · EIN 43-1174269 | Legal | $42,637 |
COMPUSYS OF UTAH, INC.2 years Filed as: COMPUSYS OF UTAH, INC Service code 15 · EIN 84-0869853 | Recordkeeping | $36,219 |
Filed as: WILSON-MCSHANE Service code 14 12200 N AMBASSADOR DR STE 400 · KANSAS CITY, MO 64163 | Plan Administrator | $27,503 |
Filed as: ANDERS CPAS Service code 10 800 MARKET STREET · ST. LOUIS, MO 63101 | Accounting | $22,500 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 10 · EIN 43-1244218 | Accounting | $15,723 |
MARQUETTE ASSOCIATES2 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,717 | $82,917-48.5% | $103,333-58.7% | $77,643-45.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 13.13% | 19.13%-6.0pp | 24.88%-11.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $5,897 | $3,552+66.0% | $3,868+52.5% | $2,726+116.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $149 | $638-76.7% | $8,355-98.2% | $430-65.5% |