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 Service code 27 · EIN 41-1486060 | Advisory (Plan) | $49,947 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,029 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $183,113 | $88,122+107.8% | $141,162+29.7% | $67,579+171.0% |
| Participation rate | 98.9% | 76.5%+22.5pp | 82.5%+16.5pp | 71.3%+27.7pp |
| Annual return | 12.69% | 75.40%-62.7pp | 71.39%-58.7pp | 378.56%-365.9pp |
| Employer contribution / active EE | $3,780 | $3,224+17.2% | $4,735-20.2% | $2,148+76.0% |
| Participant deferral / active EE | $10,054 | $5,958+68.8% | $6,709+49.9% | $3,539+184.1% |
| Admin fee / account holder | $193 | $131+47.4% | $10,261-98.1% | $142+35.6% |