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 BENEFITS6+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $10,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,213 | $59,328+158.2% | $118,925+28.8% | $73,488+108.5% |
| Participation rate | 56.1% | 62.3%-6.2pp | 75.4%-19.2pp | 70.7%-14.5pp |
| Annual return | 20.49% | 19.13%+1.4pp | 35.88%-15.4pp | 28.51%-8.0pp |
| Employer contribution / active EE | $1,814 | $1,803+0.6% | $3,263-44.4% | $2,270-20.1% |
| Participant deferral / active EE | $3,007 | $2,604+15.5% | $4,265-29.5% | $3,740-19.6% |
| Admin fee / account holder | $118 | $600-80.4% | $6,581-98.2% | $513-77.0% |