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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $78,565 |
Filed as: SECURIAN FINANCIAL SERVS. Service code 27 400 ROBERT STREET N. · ST. PAUL, MN 55101 | Advisory (Plan) | $34,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,280 | $44,764-48.0% | $68,791-66.2% | $64,808-64.1% |
| Participation rate | 93.8% | 64.8%+29.0pp | 69.0%+24.8pp | 71.5%+22.3pp |
| Annual return | -16.43% | -10.91%-5.5pp | -6.38%-10.0pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,100 | $1,775-38.0% | $2,655-58.6% | $2,506-56.1% |
| Participant deferral / active EE | $5,107 | $3,238+57.7% | $3,941+29.6% | $4,310+18.5% |
| Admin fee / account holder | $113 | $151-25.3% | $4,932-97.7% | $188-39.8% |