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 9-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 |
|---|---|---|
Filed as: EGSI INVESTMENT MANAGEMENT INC Service code 26 6001 TAIN DR · DUBLIN, OH 43016 | Advisory (Participants) | $5,549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,473 | $49,177+4.7% | $79,464-35.2% | $64,186-19.8% |
| Participation rate | 20.0% | 65.0%-45.0pp | 73.3%-53.3pp | 69.6%-49.6pp |
| Annual return | -5.77% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $261 | $2,076-87.4% | $2,800-90.7% | $2,381-89.0% |
| Participant deferral / active EE | $545 | $2,821-80.7% | $3,704-85.3% | $3,470-84.3% |
| Admin fee / account holder | $1,111 | $3,839-71.1% | $5,113-78.3% | $4,888-77.3% |