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 26 · EIN 20-1409613 | Advisory (Participants) | $12,882 |
Service code 15 · EIN 20-4780677 | Recordkeeping | $3,100 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $2,538 |
ASCENSUS LLC2 years 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 | $167,110 | $91,407+82.8% | $135,903+23.0% | $71,457+133.9% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 17.97% | 29.90%-11.9pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $4,110 | $3,703+11.0% | $4,856-15.4% | $2,588+58.8% |
| Participant deferral / active EE | $10,429 | $7,092+47.1% | $7,758+34.4% | $4,289+143.2% |
| Admin fee / account holder | $90 | $1,266-92.9% | $10,762-99.2% | $1,587-94.3% |