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 BENEFITS1+ years Service code 15 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Recordkeeping | $0 |
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.
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 | $3,699 | $60,545-93.9% | $92,233-96.0% | $69,631-94.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 0.00% | 19.71%-19.7pp | 176.28%-176.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $3,108 | $2,633+18.0% | $3,679-15.5% | $2,032+52.9% |
| Participant deferral / active EE | $573 | $2,828-79.7% | $3,897-85.3% | $3,224-82.2% |
| Admin fee / account holder | $44 | $145-69.9% | $5,194-99.2% | $110-60.5% |