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 6-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 SERVICES LLC Service code 13 | Contract Administrator | $22,691 |
FIRETHORN WEALTH PARTNERS5 years Service code 26 · EIN 82-5466057 | Advisory (Participants) | $18,282 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,978 |
Filed as: WEALTH PLAN INVESTMENT MANAGEMENT L Service code 27 101 S 108TH AVE 2ND FL · OMAHA, NE 68154 | Advisory (Plan) | $5,350 |
Filed as: ECONOMIC GROUP PENSION 22,690.73 SE Service code 13 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Contract Administrator | $2,320 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,066 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,172 | $56,767+27.1% | $101,794-29.1% | $85,563-15.6% |
| Participation rate | 37.5% | 57.6%-20.1pp | 69.2%-31.7pp | 66.0%-28.5pp |
| Annual return | 11.73% | 17.76%-6.0pp | 30.53%-18.8pp | 31.51%-19.8pp |
| Employer contribution / active EE | $283 | $1,112-74.6% | $2,289-87.7% | $2,654-89.3% |
| Participant deferral / active EE | $2,875 | $2,720+5.7% | $4,084-29.6% | $4,375-34.3% |
| Admin fee / account holder | $321 | $1,098-70.8% | $8,777-96.3% | $834-61.5% |