See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 15 · EIN 04-3046611 505 N HWY 169 · PLYMOUTH, MN 55373 | Recordkeeping | $13,347 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,076 |
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 | $13,330 | $65,061-79.5% | $143,757-90.7% | $66,914-80.1% |
| Participation rate | 41.9% | 65.2%-23.2pp | 80.3%-38.4pp | 69.8%-27.9pp |
| Annual return | -0.28% | -11.14%+10.9pp | -0.04%-0.2pp | 1.58%-1.9pp |
| Employer contribution / active EE | $1,103 | $2,361-53.3% | $4,951-77.7% | $2,544-56.6% |
| Participant deferral / active EE | $1,958 | $2,919-32.9% | $5,637-65.3% | $4,237-53.8% |
| Admin fee / account holder | $130 | $502-74.0% | $14,673-99.1% | $593-78.0% |