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 9-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 SERVICES Service code 16 · EIN 41-1486060 | Consulting | $39,135 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $14,426 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 99 PO BOX 55757 · BOSTON, MA 02205 | Other Fees | $11,483 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $146,542 | $99,957+46.6% | $149,696-2.1% | $73,488+99.4% |
| Participation rate | 80.1% | 75.7%+4.4pp | 82.5%-2.4pp | 70.7%+9.4pp |
| Annual return | 16.65% | 53.87%-37.2pp | 276.60%-259.9pp | 28.51%-11.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $276 | $551-49.9% | $9,309-97.0% | $513-46.2% |