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.
See the 9-year trajectory. $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 |
|---|---|---|
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $12,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,587 | $86,225+5.1% | $146,665-38.2% | $86,799+4.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 80.1%+19.9pp | 72.3%+27.7pp |
| Annual return | 46.87% | 31.23%+15.6pp | 22.74%+24.1pp | 97.91%-51.0pp |
| Employer contribution / active EE | $1,969 | $2,392-17.7% | $4,136-52.4% | $2,405-18.2% |
| Participant deferral / active EE | $3,225 | $4,245-24.0% | $5,506-41.4% | $4,131-21.9% |
| Admin fee / account holder | $29 | $195-85.3% | $10,280-99.7% | $170-83.1% |