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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $108,450 |
Filed as: SECURIAN FINANCIAL SERVICES, INC Service code 27 · EIN 41-1486060 | Advisory (Plan) | $79,183 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $59,930 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,789 | $63,321-57.7% | $68,791-61.1% | $77,904-65.6% |
| Participation rate | 92.4% | 71.1%+21.2pp | 69.0%+23.3pp | 73.7%+18.7pp |
| Annual return | -12.33% | -6.50%-5.8pp | -6.38%-5.9pp | 12.21%-24.5pp |
| Employer contribution / active EE | $1,195 | $2,794-57.2% | $2,655-55.0% | $2,848-58.0% |
| Participant deferral / active EE | $3,536 | $4,029-12.2% | $3,941-10.3% | $4,806-26.4% |
| Admin fee / account holder | $163 | $104+56.1% | $4,932-96.7% | $133+22.8% |