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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.
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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 |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $10,524 |
GRASSI & CO2+ years Service code 10 · EIN 11-3266576 | Accounting | $10,175 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,109 | $61,616+85.2% | $105,722+7.9% | $55,167+106.8% |
| Participation rate | 93.1% | 72.9%+20.1pp | 78.9%+14.2pp | 69.0%+24.1pp |
| Annual return | 4.79% | 11.15%-6.4pp | 12.25%-7.5pp | 169.23%-164.4pp |
| Employer contribution / active EE | $2,846 | $3,043-6.5% | $4,079-30.2% | $1,963+45.0% |
| Participant deferral / active EE | $5,921 | $4,213+40.5% | $5,326+11.2% | $3,054+93.9% |
| Admin fee / account holder | $52 | $379-86.3% | $8,308-99.4% | $504-89.7% |