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 9-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 15 · EIN 35-0145825 | Recordkeeping | $29,367 |
Filed as: ENVESTNET RETIREMENT SOL Service code 26 · EIN 61-1732930 | Advisory (Participants) | $5,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,848 | $65,061-57.2% | $143,757-80.6% | $66,914-58.4% |
| Participation rate | 65.5% | 65.2%+0.3pp | 80.3%-14.8pp | 69.8%-4.3pp |
| Annual return | -17.28% | -11.14%-6.1pp | -0.04%-17.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,454 | $2,919-15.9% | $5,637-56.5% | $4,237-42.1% |
| Admin fee / account holder | $32 | $502-93.6% | $14,673-99.8% | $593-94.6% |