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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,781 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 13 1801 CALIFORNIA ST · DENVER, CO 80202 | Contract Administrator | $9,846 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,198 | $49,451-22.8% | $79,550-52.0% | $66,914-42.9% |
| Participation rate | 87.2% | 61.3%+25.9pp | 69.5%+17.8pp | 69.8%+17.4pp |
| Annual return | -13.25% | 84.25%-97.5pp | 0.16%-13.4pp | 1.58%-14.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,628 | $3,159+14.9% | $3,985-9.0% | $4,237-14.4% |
| Admin fee / account holder | $151 | $595-74.6% | $6,832-97.8% | $593-74.5% |