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) | $30,439 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,320 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,275 | $96,018-78.9% | $65,493-69.0% | $85,563-76.3% |
| Participation rate | 74.9% | 74.8%+0.1pp | 73.1%+1.8pp | 66.0%+8.9pp |
| Annual return | 15.46% | 14.51%+0.9pp | 982.45%-967.0pp | 31.51%-16.1pp |
| Employer contribution / active EE | $335 | $3,235-89.6% | $2,574-87.0% | $2,654-87.4% |
| Participant deferral / active EE | $2,880 | $4,055-29.0% | $3,961-27.3% | $4,375-34.2% |
| Admin fee / account holder | $57 | $271-79.0% | $5,028-98.9% | $834-93.2% |