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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ECONOMIC GROUP PENSION SERVICES, LL Service code 13 · EIN 86-2963468 | Contract Administrator | $19,317 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,229 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC Service code 27 · EIN 80-0833114 | Advisory (Plan) | $12,162 |
LEE CPA AUDIT GROUP1 year Service code 10 · EIN 81-4637885 | Accounting | $8,000 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,996 | $64,839-38.3% | $95,585-58.2% | $84,808-52.8% |
| Participation rate | 56.5% | 63.8%-7.3pp | 72.1%-15.6pp | 68.3%-11.8pp |
| Annual return | 18.73% | -670.96%+689.7pp | 38.56%-19.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $359 | $1,759-79.6% | $2,527-85.8% | $2,631-86.4% |
| Participant deferral / active EE | $4,152 | $2,965+40.0% | $4,023+3.2% | $4,212-1.4% |
| Admin fee / account holder | $983 | $5,964-83.5% | $6,127-84.0% | $7,344-86.6% |