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 50 · EIN 61-1732930 | Direct Payment | $11,286 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $225 |
Annual investment return 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 | $181,843 | $73,638+146.9% | $95,952+89.5% | $73,488+147.4% |
| Participation rate | 90.4% | 76.2%+14.2pp | 77.1%+13.3pp | 70.7%+19.7pp |
| Annual return | 11.35% | 16.78%-5.4pp | 91.61%-80.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $2,279 | $1,863+22.3% | $2,541-10.3% | $2,270+0.4% |
| Participant deferral / active EE | $8,005 | $3,617+121.3% | $4,167+92.1% | $3,740+114.1% |
| Admin fee / account holder | $82 | $482-82.9% | $6,795-98.8% | $513-84.0% |