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) | $42,004 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $37,213 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT TRUST COMPANY Service code 18 · EIN 27-4411131 | Custodial (other than securities); Tr... | $8,287 |
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 | $87,674 | $50,815+72.5% | $155,509-43.6% | $77,643+12.9% |
| Participation rate | 84.9% | 63.1%+21.8pp | 78.2%+6.7pp | 70.6%+14.3pp |
| Annual return | 14.32% | 34.80%-20.5pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,999 | $1,993+50.5% | $4,672-35.8% | $2,726+10.0% |
| Participant deferral / active EE | $6,140 | $2,822+117.6% | $5,626+9.1% | $4,647+32.1% |
| Admin fee / account holder | $273 | $437-37.6% | $15,912-98.3% | $430-36.7% |