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 BENEFITS10+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $180,748 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON-MCSHANE Service code 14 12200 N AMBASSADOR DR STE 400 · KANSAS CITY, MO 64163 | Plan Administrator | $69,773 |
Service code 29 · EIN 43-1174269 | Legal | $43,242 |
Filed as: CONSTRUCTION BENEFITS AUDIT CORPORA Service code 10 · EIN 43-1244218 | Accounting | $20,290 |
Filed as: ANDERS CPAS Service code 10 800 MARKET STREET · ST. LOUIS, MO 63101 | Accounting | $20,000 |
MARQUETTE ASSOCIATES3 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,202 | $95,880-52.9% | $107,525-58.0% | $85,563-47.2% |
| Participation rate | 94.0% | 70.1%+23.9pp | 75.1%+18.9pp | 66.0%+28.0pp |
| Annual return | 11.64% | 68.06%-56.4pp | 181.32%-169.7pp | 31.51%-19.9pp |
| Employer contribution / active EE | $6,492 | $3,812+70.3% | $3,754+72.9% | $2,654+144.6% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $228 | $1,025-77.7% | $8,919-97.4% | $834-72.6% |