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 BENEFITS8+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $10,020 |
EKON ADVISORS1 year Service code 27 · EIN 47-4491266 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Advisory (Plan) | $5,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,762 | $62,603+134.4% | $104,294+40.7% | $66,914+119.3% |
| Participation rate | 38.1% | 59.6%-21.5pp | 73.3%-35.2pp | 69.8%-31.8pp |
| Annual return | -18.59% | -14.70%-3.9pp | 24.61%-43.2pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,788 | $1,972-9.3% | $3,372-47.0% | $2,544-29.7% |
| Participant deferral / active EE | $3,162 | $2,853+10.9% | $4,625-31.6% | $4,237-25.4% |
| Admin fee / account holder | $186 | $656-71.6% | $7,339-97.5% | $593-68.6% |