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 16 1801 CALIFORNIA ST · DENVER, CO 80202 | Consulting | $6,369 |
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $2,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,605 | $89,436-19.9% | $164,813-56.6% | $77,643-7.8% |
| Participation rate | 81.8% | 78.6%+3.2pp | 78.6%+3.2pp | 70.6%+11.3pp |
| Annual return | 13.13% | 28.83%-15.7pp | 69.93%-56.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,061 | $2,569+19.2% | $4,341-29.5% | $2,726+12.3% |
| Participant deferral / active EE | $2,974 | $4,897-39.3% | $6,031-50.7% | $4,647-36.0% |
| Admin fee / account holder | $13 | $339-96.1% | $12,690-99.9% | $430-96.9% |