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 99 · EIN 41-2016508 | Other Fees | $41,730 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,777 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,948 | $65,435-5.3% | $86,677-28.5% | $66,914-7.4% |
| Participation rate | 97.3% | 75.5%+21.9pp | 76.6%+20.8pp | 69.8%+27.5pp |
| Annual return | -15.65% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,847 | $2,153+32.2% | $2,836+0.4% | $2,544+11.9% |
| Participant deferral / active EE | $3,683 | $4,100-10.2% | $4,656-20.9% | $4,237-13.1% |
| Admin fee / account holder | $17 | $642-97.4% | $7,493-99.8% | $593-97.2% |