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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,464 | $92,224-62.6% | $105,223-67.2% | $79,634-56.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 15.34% | 88.65%-73.3pp | 180.65%-165.3pp | 36.46%-21.1pp |
| Employer contribution / active EE | $3,588 | $3,965-9.5% | $3,689-2.7% | $2,529+41.9% |
| Participant deferral / active EE | $950 | $3,834-75.2% | $5,072-81.3% | $3,835-75.2% |
| Admin fee / account holder | $138 | $1,121-87.7% | $8,859-98.4% | $1,002-86.2% |