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 27 505 N. HIGHWAY 169 · PLYMOUTH, MN 55441 | Advisory (Plan) | $21,269 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,399 | $71,050+4.7% | $93,606-20.5% | $80,856-8.0% |
| Participation rate | 92.9% | 60.4%+32.4pp | 68.7%+24.1pp | 67.6%+25.2pp |
| Annual return | 13.83% | 11.26%+2.6pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,336 | $1,564+113.4% | $2,420+37.9% | $2,755+21.1% |
| Participant deferral / active EE | $8,364 | $4,034+107.4% | $4,411+89.6% | $4,296+94.7% |
| Admin fee / account holder | $288 | $6,945-95.9% | $8,285-96.5% | $6,918-95.8% |