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 BENEFITS7+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $10,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,212 | $65,862+182.7% | $124,672+49.4% | $79,386+134.6% |
| Participation rate | 53.6% | 62.2%-8.6pp | 74.6%-21.0pp | 70.7%-17.1pp |
| Annual return | 13.91% | 19.02%-5.1pp | 5142.93%-5129.0pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,831 | $1,883-2.8% | $3,324-44.9% | $2,427-24.6% |
| Participant deferral / active EE | $3,299 | $2,772+19.0% | $4,614-28.5% | $4,046-18.5% |
| Admin fee / account holder | $124 | $673-81.5% | $7,493-98.3% | $626-80.1% |