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) | $13,371 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,389 | $71,142+14.4% | $119,609-32.0% | $64,808+25.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | 0.16% | -10.01%+10.2pp | -14.97%+15.1pp | 32.82%-32.7pp |
| Employer contribution / active EE | $2,723 | $2,497+9.0% | $4,232-35.7% | $2,506+8.7% |
| Participant deferral / active EE | $3,756 | $4,490-16.3% | $5,602-32.9% | $4,310-12.9% |
| Admin fee / account holder | $18 | $162-88.6% | $10,323-99.8% | $188-90.2% |