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 | $200,913 |
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 27 · EIN 41-1486060 | Advisory (Plan) | $49,785 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $26,810 |
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 | $33,068 | $70,115-52.8% | $70,515-53.1% | $80,160-58.7% |
| Participation rate | 91.4% | 71.7%+19.7pp | 68.3%+23.0pp | 72.9%+18.4pp |
| Annual return | 18.64% | 134.51%-115.9pp | 32.77%-14.1pp | 40.38%-21.7pp |
| Employer contribution / active EE | $1,316 | $3,021-56.4% | $2,973-55.7% | $2,978-55.8% |
| Participant deferral / active EE | $4,143 | $4,495-7.8% | $4,567-9.3% | $5,017-17.4% |
| Admin fee / account holder | $173 | $112+54.1% | $6,412-97.3% | $145+19.4% |