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 LLC Service code 26 · EIN 41-2016508 | Advisory (Participants) | $11,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,246 | $77,660-53.3% | $109,143-66.8% | $79,386-54.3% |
| Participation rate | 52.9% | 67.8%-14.9pp | 75.9%-22.9pp | 70.7%-17.8pp |
| Annual return | 20.02% | 23.44%-3.4pp | 25.75%-5.7pp | 116.85%-96.8pp |
| Employer contribution / active EE | $1,335 | $2,797-52.3% | $3,722-64.1% | $2,427-45.0% |
| Participant deferral / active EE | $2,588 | $3,518-26.4% | $4,653-44.4% | $4,046-36.0% |
| Admin fee / account holder | $155 | $732-78.8% | $6,752-97.7% | $626-75.3% |