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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,315 |
Filed as: WEALTH ENHANCEMENT GROUP Service code 27 · EIN 41-2016508 | Advisory (Plan) | $17,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,246 | $59,417-7.0% | $93,606-41.0% | $74,495-25.8% |
| Participation rate | 83.1% | 59.7%+23.5pp | 68.7%+14.4pp | 67.2%+15.9pp |
| Annual return | 12.08% | 81.83%-69.8pp | 133.20%-121.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $488 | $1,264-61.4% | $2,420-79.8% | $2,623-81.4% |
| Participant deferral / active EE | $4,027 | $3,050+32.0% | $4,411-8.7% | $4,346-7.3% |
| Admin fee / account holder | $185 | $3,021-93.9% | $8,285-97.8% | $1,942-90.5% |