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 04-1590850 | Recordkeeping | $1,602 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 55 · EIN 62-1038805 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,802 | $89,652-91.3% | $141,162-94.5% | $65,185-88.0% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.5%+10.1pp | 70.2%+22.4pp |
| Annual return | 27.94% | 32.79%-4.9pp | 71.39%-43.5pp | 29.38%-1.4pp |
| Employer contribution / active EE | $2,057 | $3,065-32.9% | $4,735-56.6% | $2,177-5.5% |
| Participant deferral / active EE | $4,339 | $5,691-23.8% | $6,709-35.3% | $3,514+23.5% |
| Admin fee / account holder | $7 | $569-98.8% | $10,261-99.9% | $847-99.2% |