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 10-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: ENVEST RETIREMENT SOLUTIONS, LLC Service code 99 | Other Fees | $216 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 | Recordkeeping Fees | $203 |
Service code 13 · EIN 16-1171765 | Contract Administrator | $110 |
Filed as: LINCOLN FINANCIAL SERVCIES Service code 55 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,305 | $59,805+44.3% | $79,550+8.5% | $68,494+26.0% |
| Participation rate | 92.5% | 61.1%+31.5pp | 69.5%+23.1pp | 67.9%+24.6pp |
| Annual return | -30.28% | -12.30%-18.0pp | 0.16%-30.4pp | -7.84%-22.4pp |
| Employer contribution / active EE | $715 | $1,505-52.5% | $2,413-70.4% | $2,596-72.5% |
| Participant deferral / active EE | $3,431 | $3,024+13.5% | $3,985-13.9% | $4,027-14.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |