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 Service code 27 · EIN 41-1486060 | Advisory (Plan) | $30,000 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,116 |
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 | $243,259 | $104,317+133.2% | $159,436+52.6% | $86,799+180.3% |
| Participation rate | 96.1% | 77.7%+18.4pp | 82.8%+13.3pp | 72.3%+23.8pp |
| Annual return | 29.14% | 26.32%+2.8pp | 263.57%-234.4pp | 97.91%-68.8pp |
| Employer contribution / active EE | $7,180 | $3,451+108.1% | $4,829+48.7% | $2,405+198.5% |
| Participant deferral / active EE | $12,189 | $6,837+78.3% | $7,352+65.8% | $4,131+195.1% |
| Admin fee / account holder | $169 | $172-1.6% | $10,799-98.4% | $170-0.1% |