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 ADVISORY Service code 26 505 HIGHWAY 169 N · PLYMOUTH, MN 554414723 | Advisory (Participants) | $18,891 |
COMMERCE BANK1 year Filed as: COMMERCE BANK FINANCIAL INSTITUTION Service code 26 7650 EDINBOROUGH WAY · EDINA, MN 55435 | Advisory (Participants) | $12,348 |
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping and ... | $9,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,511 | $26,549+158.1% | $61,373+11.6% | $66,914+2.4% |
| Participation rate | 39.1% | 38.1%+1.0pp | 52.6%-13.4pp | 69.8%-30.7pp |
| Annual return | -18.33% | -16.21%-2.1pp | 338.61%-356.9pp | 1.58%-19.9pp |
| Employer contribution / active EE | $982 | $651+50.8% | $1,159-15.3% | $2,544-61.4% |
| Participant deferral / active EE | $2,538 | $1,338+89.6% | $2,125+19.4% | $4,237-40.1% |
| Admin fee / account holder | $325 | $409-20.5% | $2,130-84.7% | $593-45.2% |