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) | $12,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,502 | $64,119-49.3% | $112,228-71.0% | $66,914-51.4% |
| Participation rate | 54.0% | 68.5%-14.5pp | 75.1%-21.1pp | 69.8%-15.8pp |
| Annual return | -15.82% | -13.81%-2.0pp | 27.45%-43.3pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,416 | $3,005-52.9% | $3,635-61.0% | $2,544-44.3% |
| Participant deferral / active EE | $2,801 | $3,693-24.1% | $4,728-40.8% | $4,237-33.9% |
| Admin fee / account holder | $162 | $625-74.1% | $6,410-97.5% | $593-72.7% |