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 GROUP Service code 26 169 N, SUITE 900 · PLYMOUTH, MN 55441 | Advisory (Participants) | $32,516 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $32,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,600 | $46,292+28.7% | $143,757-58.5% | $64,808-8.0% |
| Participation rate | 84.3% | 64.2%+20.1pp | 80.3%+4.0pp | 71.5%+12.9pp |
| Annual return | -15.52% | -10.05%-5.5pp | -0.04%-15.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,649 | $1,910+38.7% | $4,951-46.5% | $2,506+5.7% |
| Participant deferral / active EE | $5,439 | $2,646+105.6% | $5,637-3.5% | $4,310+26.2% |
| Admin fee / account holder | $217 | $154+41.3% | $14,673-98.5% | $188+15.7% |