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) | $50,000 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,802 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,115 | $95,274+80.7% | $135,903+26.6% | $74,419+131.3% |
| Participation rate | 97.3% | 78.2%+19.2pp | 81.9%+15.4pp | 70.7%+26.6pp |
| Annual return | 7.24% | 32.77%-25.5pp | 68.23%-61.0pp | 34.38%-27.1pp |
| Employer contribution / active EE | $3,671 | $3,874-5.3% | $4,856-24.4% | $2,637+39.2% |
| Participant deferral / active EE | $12,160 | $7,782+56.3% | $7,758+56.7% | $4,528+168.5% |
| Admin fee / account holder | $202 | $266-24.0% | $10,762-98.1% | $348-41.9% |