See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ENVOY TPA AND RECORDKEEPING, INC.11+ years Service code 13 · EIN 84-3583603 | Contract Administrator | $86,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,663 | $56,317-13.6% | $71,209-31.7% | $74,304-34.5% |
| Participation rate | 60.9% | 55.1%+5.8pp | 73.8%-12.9pp | 60.3%+0.5pp |
| Annual return | 14.64% | 42.83%-28.2pp | 282.51%-267.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,985 | $2,788+7.1% | $4,175-28.5% | $3,767-20.8% |
| Admin fee / account holder | $422 | $2,290-81.6% | $5,349-92.1% | $2,969-85.8% |