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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,357 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,393 | $82,202+119.4% | $125,339+43.9% | $64,808+178.3% |
| Participation rate | 96.7% | 77.9%+18.8pp | 82.4%+14.3pp | 71.5%+25.2pp |
| Annual return | -16.90% | 3.48%-20.4pp | 572.05%-589.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $5,338 | $3,615+47.6% | $4,814+10.9% | $2,506+113.0% |
| Participant deferral / active EE | $11,551 | $7,175+61.0% | $7,446+55.1% | $4,310+168.0% |
| Admin fee / account holder | $182 | $163+11.7% | $10,010-98.2% | $188-2.9% |