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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,853 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 99 · EIN 11-1000111 | Other Fees | $2,783 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,451 | $81,474+34.3% | $133,956-18.3% | $73,488+48.9% |
| Participation rate | 81.0% | 76.4%+4.6pp | 79.8%+1.1pp | 70.7%+10.3pp |
| Annual return | 14.00% | 19.40%-5.4pp | 45.09%-31.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,399 | $2,209+8.6% | $3,919-38.8% | $2,270+5.7% |
| Participant deferral / active EE | $5,446 | $3,786+43.8% | $5,048+7.9% | $3,740+45.6% |
| Admin fee / account holder | $81 | $713-88.6% | $8,927-99.1% | $513-84.1% |