See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTHENHANCEMENTADVISORYSERVLLC Service code 26 · EIN 41-2016508 | Advisory (Participants) | $12,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,201 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $611,795 | $101,317+503.8% | $146,958+316.3% | $74,495+721.3% |
| Participation rate | 95.1% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.9pp |
| Annual return | 16.61% | 8730.91%-8714.3pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $19,201 | $3,810+403.9% | $4,933+289.2% | $2,623+632.0% |
| Participant deferral / active EE | $12,847 | $7,303+75.9% | $8,070+59.2% | $4,346+195.6% |
| Admin fee / account holder | $29 | $1,739-98.3% | $12,998-99.8% | $1,942-98.5% |