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 GROUP Service code 26 169 N, SUITE 900 · PLYMOUTH, MN 55441 | Advisory (Participants) | $28,439 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $24,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,681 | $56,485+48.1% | $185,823-55.0% | $86,799-3.6% |
| Participation rate | 86.2% | 65.5%+20.7pp | 81.7%+4.5pp | 72.3%+13.9pp |
| Annual return | 16.66% | 118.04%-101.4pp | 122.05%-105.4pp | 97.91%-81.2pp |
| Employer contribution / active EE | $2,688 | $1,843+45.8% | $5,167-48.0% | $2,405+11.7% |
| Participant deferral / active EE | $5,546 | $2,553+117.2% | $5,568-0.4% | $4,131+34.3% |
| Admin fee / account holder | $209 | $150+39.5% | $16,237-98.7% | $170+23.1% |