Filed April 2, 2024
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $178,953 |
Filed as: WEALTH ENHANCEMENT GROUP Service code 16 3071 VOYAGER DR · GREEN BAY, WI 54311 | Consulting | $18,311 |
Service code 16 · EIN 39-1705450 | Consulting | $14,684 |
HARBOR WEALTH MANAGEMENT LLC8+ years Service code 16 · EIN 26-0878303 | Consulting | $10,460 |
FISHER INVESTMENTS3 years Service code 16 · EIN 20-2480800 | Consulting | $8,150 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,081 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $136,814 | $45,000+204.0% | $143,757-4.8% | $77,904+75.6% |
| Participation rate | 93.5% | 66.8%+26.7pp | 80.3%+13.2pp | 73.7%+19.8pp |
| Annual return | -15.83% | 29.03%-44.9pp | -0.04%-15.8pp | 12.21%-28.0pp |
| Employer contribution / active EE | $5,902 | $1,870+215.7% | $4,951+19.2% | $2,848+107.3% |
| Participant deferral / active EE | $5,891 | $3,157+86.6% | $5,637+4.5% | $4,806+22.6% |
| Admin fee / account holder | $84 | $98-14.7% | $14,673-99.4% | $133-36.7% |