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 10-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: VOYA RETIREMENT INS & ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,578 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 | Other Services | $5,216 |
Service code 49 · EIN 13-3180178 P.O. BOX 54 · FRANKLIN, NY 11010 | Other Services | $4,702 |
Filed as: ECONOMIC GROUP PENSION SERVICE LLC Service code 49 · EIN 13-3180178 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,592 | $80,724-1.4% | $103,333-23.0% | $74,495+6.8% |
| Participation rate | 83.4% | 65.7%+17.7pp | 74.5%+8.9pp | 67.2%+16.2pp |
| Annual return | 14.57% | 27.56%-13.0pp | 24.88%-10.3pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,767 | $3,157-12.4% | $3,868-28.5% | $2,623+5.5% |
| Participant deferral / active EE | $6,660 | $3,860+72.5% | $5,057+31.7% | $4,346+53.3% |
| Admin fee / account holder | $64 | $2,368-97.3% | $8,355-99.2% | $1,942-96.7% |