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 ADV SERVICES Service code 27 10751 DEERWOOD BEACH BLVD · JACKSONVILLE, FL 32256 | Advisory (Plan) | $22,076 |
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $4,178 |
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 | $54,371 | $80,717-32.6% | $154,803-64.9% | $84,808-35.9% |
| Participation rate | 94.9% | 66.8%+28.1pp | 78.1%+16.8pp | 68.3%+26.6pp |
| Annual return | 15.09% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,816 | $2,761-34.2% | $4,305-57.8% | $2,631-31.0% |
| Participant deferral / active EE | $3,382 | $3,303+2.4% | $5,540-39.0% | $4,212-19.7% |
| Admin fee / account holder | $250 | $6,746-96.3% | $14,329-98.3% | $7,344-96.6% |