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 9-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 BENEFITS9+ years Service code 15 · EIN 43-1317863 4940 WASHINGTON BLVD · ST LOUIS, MO 63108 | Recordkeeping | $40,350 |
EKON ADVISORS2 years Service code 27 4940 WASHINGTON BLVD · ST LOUIS, MO 63108 | Advisory (Plan) | $10,000 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 52-1590516 502 EARTH CITY PLAZA STE 203 · EARTH CITY, MH 63045 | Contract Administrator | $7,092 |
HAMMOND AND SHINNERS, P.C.3 years Service code 29 · EIN 43-1429257 7730 CARONDELET AVE. · ST. LOUIS, MO 63105 | Legal | $5,223 |
Filed as: GRABEL, SCHNEIDERS HOLLMAN & CO Service code 10 · EIN 43-1171178 6 W ARGONNE DRIVE, #200 · KIRKWOOD, MO 63122 | Accounting | $3,339 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,464 | $95,880-64.1% | $107,525-67.9% | $85,563-59.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 15.34% | 68.06%-52.7pp | 181.32%-166.0pp | 31.51%-16.2pp |
| Employer contribution / active EE | $3,588 | $3,812-5.9% | $3,754-4.4% | $2,654+35.2% |
| Participant deferral / active EE | $950 | $4,201-77.4% | $5,116-81.4% | $4,375-78.3% |
| Admin fee / account holder | $138 | $1,025-86.6% | $8,919-98.5% | $834-83.5% |