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) | $18,330 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,930 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,593 | $65,561-1.5% | $86,188-25.1% | $75,163-14.1% |
| Participation rate | 92.3% | 60.5%+31.8pp | 69.0%+23.3pp | 67.2%+25.1pp |
| Annual return | 15.01% | 46.05%-31.0pp | 1168.45%-1153.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,080 | $1,553+98.4% | $2,380+29.4% | $2,670+15.4% |
| Participant deferral / active EE | $7,556 | $3,024+149.9% | $3,985+89.6% | $4,125+83.2% |
| Admin fee / account holder | $266 | $5,474-95.1% | $6,852-96.1% | $5,651-95.3% |