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 SERVICES2+ years Service code 49 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,005 | $57,610-79.2% | $154,803-92.2% | $102,872-88.3% |
| Participation rate | 81.0% | 59.5%+21.5pp | 78.1%+2.9pp | 73.0%+8.0pp |
| Annual return | 8.56% | 30.49%-21.9pp | 58.88%-50.3pp | 19.06%-10.5pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $1,882 | $2,914-35.4% | $5,540-66.0% | $5,535-66.0% |
| Admin fee / account holder | $93 | $368-74.6% | $14,329-99.3% | $292-68.0% |