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 SOLUTIONS Service code 99 · EIN 61-1732930 | Other Fees | $858 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $635 |
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 | Other Services | $0 |
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 | $19,050 | $56,053-66.0% | $75,972-74.9% | $80,856-76.4% |
| Participation rate | 96.2% | 62.0%+34.2pp | 69.1%+27.2pp | 67.6%+28.6pp |
| Annual return | 16.47% | 20.53%-4.1pp | 359.55%-343.1pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,565 | $1,874+36.9% | $2,685-4.5% | $2,755-6.9% |
| Participant deferral / active EE | $4,113 | $3,052+34.8% | $4,255-3.3% | $4,296-4.2% |
| Admin fee / account holder | $65 | $5,234-98.8% | $6,467-99.0% | $6,918-99.1% |