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: SECURIAN FINANCIAL SERVICES Service code 26 · EIN 41-1486060 | Advisory (Participants) | $22,920 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $13,945 |
SUMMIT CPA GROUP1 year Filed as: SUMMIT CPA CROUP Service code 10 · EIN 11-3730017 | Accounting | $11,000 |
INTAC ACTUARIAL SERVICES2 years Service code 11 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Actuarial | $8,510 |
ASCENSUS LLC1 year Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $2 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,178 | $86,655-51.3% | $119,609-64.7% | $66,914-37.0% |
| Participation rate | 92.6% | 75.6%+17.0pp | 79.3%+13.3pp | 69.8%+22.8pp |
| Annual return | -16.90% | -8.00%-8.9pp | -14.97%-1.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $738 | $2,536-70.9% | $4,232-82.6% | $2,544-71.0% |
| Participant deferral / active EE | $4,402 | $4,358+1.0% | $5,602-21.4% | $4,237+3.9% |
| Admin fee / account holder | $373 | $755-50.5% | $10,323-96.4% | $593-37.1% |