See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 27 400 ROBERT ST. N · ST. PAUL, MN 55101 | Advisory (Plan) | $23,355 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $8,835 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,305 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 13 1523 HUGUENOT ROAD, STE 101 · MIDLOTHIAN, VA 231132426 | Contract Administrator | $2,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,608 | $91,407-26.0% | $135,903-50.3% | $71,457-5.4% |
| Participation rate | 94.3% | 75.7%+18.6pp | 81.9%+12.4pp | 67.9%+26.4pp |
| Annual return | 22.12% | 29.90%-7.8pp | 68.23%-46.1pp | 28.85%-6.7pp |
| Employer contribution / active EE | $4,082 | $3,703+10.2% | $4,856-15.9% | $2,588+57.7% |
| Participant deferral / active EE | $7,601 | $7,092+7.2% | $7,758-2.0% | $4,289+77.2% |
| Admin fee / account holder | $154 | $1,266-87.9% | $10,762-98.6% | $1,587-90.3% |