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) | $40,000 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,772 |
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 | $190,714 | $100,801+89.2% | $149,696+27.4% | $73,409+159.8% |
| Participation rate | 98.5% | 77.7%+20.9pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 6.32% | 265.34%-259.0pp | 276.60%-270.3pp | 59.29%-53.0pp |
| Employer contribution / active EE | $3,597 | $3,312+8.6% | $4,644-22.5% | $2,234+61.1% |
| Participant deferral / active EE | $11,127 | $6,404+73.7% | $6,842+62.6% | $3,805+192.4% |
| Admin fee / account holder | $200 | $181+10.7% | $9,309-97.8% | $158+26.8% |