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 8-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,345 |
Service code 49 · EIN 36-3429599 | Other Services | $30 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,838 | $65,061-84.9% | $143,757-93.2% | $66,914-85.3% |
| Participation rate | 86.4% | 65.2%+21.2pp | 80.3%+6.1pp | 69.8%+16.6pp |
| Annual return | -10.63% | -11.14%+0.5pp | -0.04%-10.6pp | 1.58%-12.2pp |
| Employer contribution / active EE | $872 | $2,361-63.1% | $4,951-82.4% | $2,544-65.7% |
| Participant deferral / active EE | $1,858 | $2,919-36.4% | $5,637-67.0% | $4,237-56.2% |
| Admin fee / account holder | $40 | $502-92.0% | $14,673-99.7% | $593-93.2% |