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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,561 |
Filed as: MIDWEST PENSION AND PROFIT SHG SVCS Service code 13 | Contract Administrator | $4,559 |
AB FUNDS3 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
ALGER3 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS3 years Service code 52 · EIN 23-2651520 | Indirect Investment Fees | $0 |
DWS FUNDS1 year Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: ENVESTNET RETIREMENT SOULUTIONS LLC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,913 | $55,636-30.1% | $81,983-52.5% | $73,488-47.0% |
| Participation rate | 68.0% | 62.3%+5.7pp | 69.2%-1.2pp | 70.7%-2.7pp |
| Annual return | 16.07% | 19.07%-3.0pp | 41.31%-25.2pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,797 | $1,625+10.6% | $2,498-28.1% | $2,270-20.8% |
| Participant deferral / active EE | $2,705 | $2,762-2.1% | $3,722-27.3% | $3,740-27.7% |
| Admin fee / account holder | $165 | $493-66.5% | $5,664-97.1% | $513-67.9% |