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 | $8,851 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $625 |
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 | $182,638 | $65,376+179.4% | $87,100+109.7% | $65,185+180.2% |
| Participation rate | 87.1% | 75.3%+11.8pp | 76.9%+10.3pp | 70.2%+16.9pp |
| Annual return | 23.57% | 31.27%-7.7pp | 28.19%-4.6pp | 29.38%-5.8pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,826 | $3,388+101.4% | $4,049+68.6% | $3,514+94.3% |
| Admin fee / account holder | $71 | $520-86.4% | $7,497-99.1% | $847-91.7% |