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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,572 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 15 · EIN 13-3180178 | Recordkeeping | $11,225 |
Service code 15 | Recordkeeping | $2,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,524 | $61,272+145.7% | $149,673+0.6% | $71,457+110.6% |
| Participation rate | 95.2% | 62.5%+32.7pp | 78.8%+16.5pp | 67.9%+27.3pp |
| Annual return | 18.37% | 35.85%-17.5pp | 134.42%-116.0pp | 28.85%-10.5pp |
| Employer contribution / active EE | $7,754 | $2,378+226.0% | $4,818+60.9% | $2,588+199.7% |
| Participant deferral / active EE | $6,926 | $2,917+137.4% | $5,680+21.9% | $4,289+61.5% |
| Admin fee / account holder | $64 | $1,261-95.0% | $13,210-99.5% | $1,587-96.0% |