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: ENVESTNET RETIREMENT SOLUTIONS Service code 17 · EIN 20-1409613 | Pension Consulting | $12,240 |
Service code 29 · EIN 20-4780677 | Legal | $2,130 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $2,026 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,061 | $84,487+63.4% | $125,339+10.2% | $66,914+106.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.94% | -8.39%-7.5pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $4,116 | $3,553+15.8% | $4,814-14.5% | $2,544+61.8% |
| Participant deferral / active EE | $10,109 | $6,781+49.1% | $7,446+35.8% | $4,237+138.6% |
| Admin fee / account holder | $86 | $685-87.4% | $10,010-99.1% | $593-85.5% |