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 6-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 | $91,067 |
SECURIAN FINANCIAL SERVICES INC1+ years Filed as: SECURIAN FINANCIAL SERVICES, INC Service code 22 | Insurance Broker | $38,838 |
SECURIAN FINANCIAL SERVICES INC1+ years Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 22 · EIN 41-1486060 | Insurance Broker | $0 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,641 | $89,652+26.8% | $141,162-19.5% | $65,185+74.3% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.5%+6.2pp | 70.2%+18.4pp |
| Annual return | 24.99% | 32.79%-7.8pp | 71.39%-46.4pp | 29.38%-4.4pp |
| Employer contribution / active EE | $678 | $3,065-77.9% | $4,735-85.7% | $2,177-68.9% |
| Participant deferral / active EE | $8,849 | $5,691+55.5% | $6,709+31.9% | $3,514+151.8% |
| Admin fee / account holder | $384 | $569-32.4% | $10,261-96.3% | $847-54.6% |