ENVESTNET RETIREMENT SOLUTIONS, LLC
140 known aliases resolved via the canonical alias map
Market position · 2024
Plans served247+8 YoYRank #100 of mapped providers
Assets under administration$150.6B0.2%Market share · rank #89
Fees received$2MMedian $5,792/planSum across Schedule C direct + indirect
Net wins YoY+968 won · 59 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ENVESTNET RETIREMENT SOLUTIONS, LLC plan look like?
Service mix · median fees per plan
Count of plans where ENVESTNET RETIREMENT SOLUTIONS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other feesCode 99 | 120 | $2,149 | |
Investment management fees paid directly by plan; Investment management; Investment advisory (plan)Code 27 | 64 | $6,193 | |
Other investment fees and expenses; Investment advisory (participants)Code 26 | 50 | $14,164 | |
Investment management; Shareholder servicing feesCode 28 | 4 | $8,993 | |
Insurance services; Consulting (general); Insurance brokerage commissions and feesCode 16 | 3 | $6,369 | |
Contract AdministratorCode 13 | 1 | $3,082 | |
Investment advisory (plan); Consulting (pension)Code 17 | 1 | $16,265 | |
Securities brokerage; Securities brokerage commissions and feesCode 33 | 1 | $9,215 |
Competitor overlap
Percent of ENVESTNET RETIREMENT SOLUTIONS, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ENVESTNET RETIREMENT SOLUTIONS, LLC.
| Sponsor | From | Assets |
|---|---|---|
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | MITCHELL & TITUS, LLP | $10.5B |
INDIANA UNIVERSITY HEALTH INC.IN · 351955872-005 | GREAT-WEST LIFE & ANNUITY INSURANCE | $4.5B |
GENERAL ATOMICSCA · 953735102-002 | THE VANGUARD GROUP, INC. | $2.8B |
ESSENTIA HEALTHMN · 200360007-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.2B |
CADENCE DESIGN SYSTEMS INCCA · 770148231-001 | HYAS GROUP, LLC | $2.1B |
TRIHEALTH, INC.OH · 311438846-004 | AON CONSULTING | $1.4B |
ORRICK, HERRINGTON & SUTCLIFFE LLPWV · 942952627-004 | JP MORGAN INVESTMENT MANAGEMENT INC | $1.2B |
NFP CORP.NY · 134029115-001 | CHARLES SCHWAB & CO., INC. | $977M |
NETJETS INC.OH · 510383060-001 | NFP RETIREMENT INC | $836M |
GORDON REES SCULLY MANSUKHANI, LLPCA · 941617026-001 | FIRST REPUBLIC INVESTMENT MANA | $450M |
Plans lost in 2024
Appeared last year under ENVESTNET RETIREMENT SOLUTIONS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | FINANCIAL ENGINES | $5.7B |
CONSTELLATION BRANDS, INC.NY · 160716709-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $979M |
SHERMAN & HOWARD L.L.C.CO · 840420314-022 | MILLIMAN, INC. | $110M |
MEDICAL ASSOCIATION OF GEORGIAGA · 580605267-002 | MERCER | $108M |
YORK HOSPITALME · 010212444-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $98M |
SHERMAN & HOWARD L.L.C.CO · 840420314-001 | MILLIMAN, INC. | $90M |
VIRGIN PULSE, INC.RI · 202547480-001 | UBS FINANCIAL SERVICES INC | $85M |
MECKLENBURG RADIOLOGY ASSOCIATES, P.A.NC · 560945616-001 | PRIME CAPITAL INVESTMENT ADVISORS | $80M |
FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRSNJ · 833780685-001 | PROACCOUNT | $49M |
TEKNION LLCNJ · 223785040-001 | UBS FINANCIAL SERVICES INC | $30M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $18,254 | 3y | 1 |
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $132,718 | 10y | 1 |
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $31,241 | 2y | 1 |
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | $10.5B | 103,145 | $6,799 | 1y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $112,782 | 2y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $111,358 | 2y | 1 |
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $15,652 | 2y | 1 |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $23,000 | 2y | - |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $7,443 | 2y | 1 |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $12,162 | 2y | 1 |
Flag exposure
84.6%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (140)
Raw Schedule C names collapsed into ENVESTNET RETIREMENT SOLUTIONS, LLC.
- EMVESTNET RETIREMENT SOLUTIONS
- ENV ESTNET RETIREMENT SOLUTIONS, LL
- ENVESETNET RETIREMENT SOLUTIONS
- ENVESNET RETIREMENT SOLUTIONS, LLC
- ENVESSTNET RETIREMENT SOLUTIONS, LL
- ENVEST
- ENVEST ASSET MANAGEMENT, INC.
- ENVEST RETIREMENT SOLUTIONS
- ENVEST RETIREMENT SOLUTIONS LLC
- ENVEST RETIREMENT SOLUTIONS, LLC
- ENVESTENT RETIREMENT SOLUTIONS, LLC
- ENVESTMEMT RETIREMENT SOLUTIONS LLC
- ENVESTMENT
- ENVESTMENT ASSET MANAGEMENT, INC.
- ENVESTMENT RET SO
- ENVESTMENT RETIREMENT
- ENVESTMENT RETIREMENT ADVISORY SVC
- ENVESTMENT RETIREMENT SERVICES, LLC
- ENVESTMENT RETIREMENT SOLUSIONS, LL
- ENVESTMENT RETIREMENT SOLUSTIONS, L
- ENVESTMENT RETIREMENT SOLUTIONS
- ENVESTMENT RETIREMENT SOLUTIONS LLC
- ENVESTMENT RETIREMENT SOLUTIONS, IN
- ENVESTMENT RETIREMENT SOLUTIONS, LL
- ENVESTMENT RETIREMENT SOLUTIONS,LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ENVESTNET RETIREMENT SOLUTIONS, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 6 | 2.43% | 7.76% | -5.33 pp |
| Fidelity bond gap | 17 | 6.88% | 26.94% | -20.06 pp |
| Late contributions | 68 | 27.53% | 1.71% | +25.82 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 84 | 34.01% | 1.76% | +32.25 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ENVESTNET RETIREMENT SOLUTIONS, LLC. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).