Filed September 9, 2025
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.
| Provider | Service type | Compensation |
|---|---|---|
ECONOMIC GROUP PENSION SERVICES1+ years Service code 49 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,940 | $50,815-80.4% | $155,509-93.6% | $77,643-87.2% |
| Participation rate | 80.2% | 63.1%+17.1pp | 78.2%+2.0pp | 70.6%+9.6pp |
| Annual return | 0.00% | 34.80%-34.8pp | 64.67%-64.7pp | 31.24%-31.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $894 | $2,822-68.3% | $5,626-84.1% | $4,647-80.8% |
| Admin fee / account holder | $7 | $437-98.4% | $15,912-100.0% | $430-98.4% |