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 26 505 HIGHWAY 169 N · PLYMOUTH, MN 554414723 | Advisory (Participants) | $38,461 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $21,517 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 18 · EIN 27-4411131 | Custodial (other than securities); Tr... | $7,839 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,133 | $47,126+67.9% | $149,673-47.1% | $74,419+6.3% |
| Participation rate | 87.3% | 63.4%+23.9pp | 78.8%+8.5pp | 70.7%+16.6pp |
| Annual return | 18.78% | 22.75%-4.0pp | 134.42%-115.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $2,974 | $1,905+56.1% | $4,818-38.3% | $2,637+12.8% |
| Participant deferral / active EE | $6,099 | $2,728+123.6% | $5,680+7.4% | $4,528+34.7% |
| Admin fee / account holder | $231 | $343-32.5% | $13,210-98.2% | $348-33.5% |