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 | $34,724 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,416 | $76,050-21.9% | $96,544-38.5% | $71,457-16.9% |
| Participation rate | 96.4% | 74.4%+22.0pp | 76.0%+20.5pp | 67.9%+28.5pp |
| Annual return | 14.55% | 22.81%-8.3pp | 25.84%-11.3pp | 28.85%-14.3pp |
| Employer contribution / active EE | $3,175 | $2,244+41.5% | $2,965+7.1% | $2,588+22.7% |
| Participant deferral / active EE | $4,091 | $4,215-3.0% | $4,851-15.7% | $4,289-4.6% |
| Admin fee / account holder | $20 | $2,707-99.2% | $8,252-99.8% | $1,587-98.7% |