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: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 15 · EIN 41-2016508 505 N HWY 169 · PLYMOUTH, MN 55441 | Recordkeeping | $18,315 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,241 |
Filed as: CARROLL FINANCIAL FBO JOHN HALL Service code 15 · EIN 41-2016508 4521 SHARON RD · CHARLOTTE, NC 28211 | Recordkeeping | $6,530 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,796 | $50,199-16.7% | $70,092-40.4% | $66,914-37.5% |
| Participation rate | 90.2% | 66.3%+23.9pp | 70.5%+19.8pp | 69.8%+20.4pp |
| Annual return | -13.27% | -13.85%+0.6pp | 190.73%-204.0pp | 1.58%-14.9pp |
| Employer contribution / active EE | $3,022 | $1,864+62.1% | $2,559+18.1% | $2,544+18.8% |
| Participant deferral / active EE | $4,456 | $3,112+43.2% | $3,849+15.8% | $4,237+5.2% |
| Admin fee / account holder | $246 | $600-59.0% | $6,267-96.1% | $593-58.6% |