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 LLC Service code 26 · EIN 41-2016508 505 HIGHWAY 159 NORTH · PLYMOUTH, MN 55441 | Advisory (Participants) | $25,271 |
Service code 15 · EIN 01-0233346 P. O. BOX 7247-7112 · PHILADELPHIA, PA 191707112 | Recordkeeping | $7,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,687 | $82,978-16.0% | $129,995-46.4% | $71,457-2.5% |
| Participation rate | 57.6% | 74.1%-16.5pp | 78.5%-20.9pp | 67.9%-10.3pp |
| Annual return | 13.12% | 20.60%-7.5pp | -137.18%+150.3pp | 28.85%-15.7pp |
| Employer contribution / active EE | $1,135 | $2,622-56.7% | $4,320-73.7% | $2,588-56.1% |
| Participant deferral / active EE | $4,701 | $4,432+6.1% | $5,820-19.2% | $4,289+9.6% |
| Admin fee / account holder | $283 | $1,729-83.6% | $10,614-97.3% | $1,587-82.2% |