See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,469 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $304 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Other Commissions | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | -$7,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,950 | $45,031-69.0% | $84,966-83.6% | $77,643-82.0% |
| Participation rate | 29.7% | 48.7%-19.0pp | 67.5%-37.8pp | 70.6%-40.9pp |
| Annual return | 13.50% | 79.22%-65.7pp | 66.38%-52.9pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,145 | $1,609-28.9% | $2,727-58.0% | $2,726-58.0% |
| Participant deferral / active EE | $2,125 | $2,807-24.3% | $4,519-53.0% | $4,647-54.3% |
| Admin fee / account holder | $4 | $912-99.6% | $6,149-99.9% | $430-99.1% |