See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: WEALTH ENHANCEMENT ADVISORY Service code 26 · EIN 41-2016508 8161 MAPLE LAWN BLVD · FULTON, MD 20759 | Advisory (Participants) | $34,033 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $12,148 |
Filed as: AMERICAN RETIREMENT PLAN SVC, LLC Service code 15 · EIN 52-2025778 | Recordkeeping | $6,768 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,014 | $48,698+15.0% | $93,606-40.2% | $199,593-71.9% |
| Participation rate | 52.9% | 63.5%-10.6pp | 68.7%-15.8pp | 72.0%-19.1pp |
| Annual return | 15.38% | 15.34%0pp | 133.20%-117.8pp | 34.25%-18.9pp |
| Employer contribution / active EE | $725 | $1,135-36.1% | $2,420-70.0% | $3,034-76.1% |
| Participant deferral / active EE | $3,337 | $2,817+18.5% | $4,411-24.3% | $5,087-34.4% |
| Admin fee / account holder | $135 | $195-31.0% | $8,285-98.4% | $269-50.0% |