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 SOLUTINS LLC Service code 70 · EIN 61-1732930 | Consulting Fees | $10,987 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $475 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $149,464 | $59,186+152.5% | $76,768+94.7% | $56,287+165.5% |
| Participation rate | 85.6% | 75.2%+10.4pp | 77.0%+8.6pp | 69.9%+15.8pp |
| Annual return | -6.54% | 6.62%-13.2pp | 2.43%-9.0pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,175 | $3,255+120.5% | $3,852+86.3% | $3,350+114.2% |
| Admin fee / account holder | $84 | $489-82.9% | $6,675-98.7% | $521-83.9% |