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 9-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) | $15,792 |
KETEL THORSTENSON, LLP4 years Filed as: KETEL THORSTENSON LLP Service code 10 · EIN 46-0257538 | Accounting | $9,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,607 | $54,701+19.9% | $86,188-23.9% | $71,457-8.2% |
| Participation rate | 94.7% | 60.1%+34.5pp | 69.0%+25.7pp | 67.9%+26.7pp |
| Annual return | 16.08% | 20.06%-4.0pp | 1168.45%-1152.4pp | 28.85%-12.8pp |
| Employer contribution / active EE | $591 | $1,265-53.3% | $2,380-75.2% | $2,588-77.2% |
| Participant deferral / active EE | $5,305 | $3,108+70.7% | $3,985+33.1% | $4,289+23.7% |
| Admin fee / account holder | $219 | $1,922-88.6% | $6,852-96.8% | $1,587-86.2% |