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 | $1,018 |
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.
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 | $12,460 | $99,957-87.5% | $149,696-91.7% | $73,488-83.0% |
| Participation rate | 89.4% | 75.7%+13.7pp | 82.5%+6.9pp | 70.7%+18.7pp |
| Annual return | 23.91% | 53.87%-30.0pp | 276.60%-252.7pp | 28.51%-4.6pp |
| Employer contribution / active EE | $2,231 | $3,191-30.1% | $4,644-52.0% | $2,270-1.7% |
| Participant deferral / active EE | $4,976 | $6,073-18.1% | $6,842-27.3% | $3,740+33.1% |
| Admin fee / account holder | $4 | $551-99.2% | $9,309-100.0% | $513-99.2% |