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 |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC6+ years Service code 27 400 ROBERT ST N · ST PAUL, MN 55101 | Advisory (Plan) | $16,630 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,082 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $863 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,053 | $59,263-25.7% | $96,562-54.4% | $79,386-44.5% |
| Participation rate | 81.3% | 61.9%+19.4pp | 69.8%+11.4pp | 70.7%+10.5pp |
| Annual return | 19.55% | 27.07%-7.5pp | 37.78%-18.2pp | 116.85%-97.3pp |
| Employer contribution / active EE | $1,251 | $1,216+2.9% | $2,356-46.9% | $2,427-48.4% |
| Participant deferral / active EE | $1,348 | $2,948-54.3% | $3,849-65.0% | $4,046-66.7% |
| Admin fee / account holder | $258 | $658-60.9% | $6,181-95.8% | $626-58.9% |