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 | $42,480 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,903 | $79,171-16.8% | $102,423-35.7% | $74,495-11.5% |
| Participation rate | 95.0% | 74.8%+20.2pp | 76.5%+18.5pp | 67.2%+27.8pp |
| Annual return | 14.46% | 54.93%-40.5pp | 29.32%-14.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,457 | $2,362+46.3% | $3,023+14.4% | $2,623+31.8% |
| Participant deferral / active EE | $4,148 | $4,415-6.0% | $5,053-17.9% | $4,346-4.5% |
| Admin fee / account holder | $27 | $2,001-98.7% | $9,451-99.7% | $1,942-98.6% |