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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.
| Provider | Service type | Compensation |
|---|---|---|
ECONOMIC GROUP PENSION SERVICES1+ years Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 49 · EIN 13-3180178 | Other Services | $7,295 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $4,781 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,130 | $58,778-93.0% | $129,207-96.8% | $77,643-94.7% |
| Participation rate | 74.2% | 59.2%+14.9pp | 69.6%+4.6pp | 70.6%+3.6pp |
| Annual return | 0.00% | 24.73%-24.7pp | 9417.33%-9417.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $364 | $1,952-81.3% | $4,153-91.2% | $2,726-86.6% |
| Participant deferral / active EE | $2,234 | $3,212-30.5% | $4,168-46.4% | $4,647-51.9% |
| Admin fee / account holder | $19 | $589-96.7% | $7,715-99.8% | $430-95.5% |