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 |
|---|---|---|
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $7,558 |
EKON BENEFITS6+ years Service code 15 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $4,697 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,641 | $66,124+80.9% | $90,404+32.3% | $73,488+62.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 18.10% | 17.65%+0.4pp | 1293.02%-1274.9pp | 28.51%-10.4pp |
| Employer contribution / active EE | $4,168 | $2,346+77.6% | $3,262+27.8% | $2,270+83.6% |
| Participant deferral / active EE | $3,214 | $3,039+5.7% | $3,963-18.9% | $3,740-14.1% |
| Admin fee / account holder | $166 | $396-58.0% | $5,611-97.0% | $513-67.6% |