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 GROUP Service code 27 · EIN 41-2016508 | Advisory (Plan) | $26,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,025 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,977 | $83,884-70.2% | $64,056-61.0% | $74,419-66.4% |
| Participation rate | 87.2% | 76.6%+10.5pp | 72.3%+14.9pp | 70.7%+16.4pp |
| Annual return | 14.87% | 16.57%-1.7pp | 33.69%-18.8pp | 34.38%-19.5pp |
| Employer contribution / active EE | $281 | $3,084-90.9% | $2,747-89.8% | $2,637-89.3% |
| Participant deferral / active EE | $2,442 | $3,692-33.9% | $3,880-37.1% | $4,528-46.1% |
| Admin fee / account holder | $92 | $196-53.1% | $3,068-97.0% | $348-73.6% |