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) | $19,849 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,565 | $66,098-8.4% | $101,794-40.5% | $74,304-18.5% |
| Participation rate | 81.1% | 53.8%+27.3pp | 69.2%+11.9pp | 60.3%+20.7pp |
| Annual return | 16.68% | 19.59%-2.9pp | 30.53%-13.8pp | 29.43%-12.8pp |
| Employer contribution / active EE | $504 | $1,082-53.4% | $2,289-78.0% | $2,241-77.5% |
| Participant deferral / active EE | $4,216 | $2,781+51.6% | $4,084+3.2% | $3,767+11.9% |
| Admin fee / account holder | $149 | $4,146-96.4% | $8,777-98.3% | $2,969-95.0% |