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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,965 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 13 1801 CALIFORNIA ST · DENVER, CO 80202 | Contract Administrator | $9,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,426 | $50,956-14.8% | $96,562-55.0% | $86,799-50.0% |
| Participation rate | 86.2% | 65.2%+21.0pp | 69.8%+16.4pp | 72.3%+13.9pp |
| Annual return | 14.06% | 21.27%-7.2pp | 37.78%-23.7pp | 97.91%-83.8pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,652 | $2,954-10.2% | $3,849-31.1% | $4,131-35.8% |
| Admin fee / account holder | $148 | $166-10.9% | $6,181-97.6% | $170-12.7% |