Filed March 11, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,896 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 27 · EIN 41-1486060 | Advisory (Plan) | $40,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,406 | $104,317-54.6% | $159,436-70.3% | $86,799-45.4% |
| Participation rate | 99.1% | 77.7%+21.4pp | 82.8%+16.3pp | 72.3%+26.8pp |
| Annual return | 31.53% | 26.32%+5.2pp | 263.57%-232.0pp | 97.91%-66.4pp |
| Employer contribution / active EE | $6,047 | $3,451+75.2% | $4,829+25.2% | $2,405+151.4% |
| Participant deferral / active EE | $7,005 | $6,837+2.5% | $7,352-4.7% | $4,131+69.6% |
| Admin fee / account holder | $146 | $172-15.1% | $10,799-98.6% | $170-13.8% |