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 8-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 26 · EIN 41-1486060 | Advisory (Participants) | $12,449 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,426 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,025 | $51,620-18.6% | $90,281-53.5% | $65,185-35.5% |
| Participation rate | 70.6% | 68.6%+2.0pp | 73.3%-2.6pp | 70.2%+0.4pp |
| Annual return | 3.29% | 24.94%-21.6pp | 78.10%-74.8pp | 29.38%-26.1pp |
| Employer contribution / active EE | $1,555 | $2,235-30.4% | $2,854-45.5% | $2,177-28.6% |
| Participant deferral / active EE | $1,399 | $2,871-51.3% | $3,885-64.0% | $3,514-60.2% |
| Admin fee / account holder | $192 | $384-50.0% | $5,351-96.4% | $847-77.3% |