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 | $63,396 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 99 · EIN 82-3719843 200 DRYDEN ROAD · DRESHER, PA 19025 | Other Fees | $21,764 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $19,125 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN Service code 13 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $1,720 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,979 | $82,202+39.9% | $125,339-8.3% | $64,808+77.4% |
| Participation rate | 74.0% | 77.9%-3.9pp | 82.4%-8.4pp | 71.5%+2.5pp |
| Annual return | -19.25% | 3.48%-22.7pp | 572.05%-591.3pp | 32.82%-52.1pp |
| Employer contribution / active EE | $11,028 | $3,615+205.0% | $4,814+129.1% | $2,506+340.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $386 | $163+136.6% | $10,010-96.1% | $188+105.7% |