See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS8+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST LOUIS, MO 63108 | Recordkeeping | $47,264 |
ANDERS MINKLER HUBER & HELM LLP8+ years Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST LOUIS, MO 63101 | Accounting | $14,550 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,340 | $86,897-89.3% | $151,611-93.8% | $64,808-85.6% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.5%+11.8pp | 71.5%+27.8pp |
| Annual return | -15.96% | -3.57%-12.4pp | 3.33%-19.3pp | 32.82%-48.8pp |
| Employer contribution / active EE | $863 | $4,010-78.5% | $6,166-86.0% | $2,506-65.5% |
| Participant deferral / active EE | $853 | $6,690-87.3% | $8,363-89.8% | $4,310-80.2% |
| Admin fee / account holder | $101 | $153-34.1% | $11,616-99.1% | $188-46.4% |