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 10-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 |
|---|---|---|
Filed as: ECONOMIC GROUP PENSION SERIVES Service code 49 | Other Services | $9,307 |
Service code 49 · EIN 13-3180178 P.O. BOX 54 · FRANKLIN, NY 11010 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,014 | $76,670-0.9% | $96,683-21.4% | $71,457+6.4% |
| Participation rate | 78.0% | 66.6%+11.4pp | 74.3%+3.7pp | 67.9%+10.1pp |
| Annual return | 17.68% | 48.29%-30.6pp | 35.69%-18.0pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,404 | $3,031-20.7% | $3,737-35.7% | $2,588-7.1% |
| Participant deferral / active EE | $6,055 | $3,771+60.6% | $4,878+24.1% | $4,289+41.2% |
| Admin fee / account holder | $61 | $2,028-97.0% | $6,730-99.1% | $1,587-96.2% |