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) | $11,475 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $20,592 | $66,124-68.9% | $90,404-77.2% | $73,488-72.0% |
| Participation rate | 44.4% | 69.7%-25.2pp | 72.7%-28.2pp | 70.7%-26.2pp |
| Annual return | 0.65% | 17.65%-17.0pp | 1293.02%-1292.4pp | 28.51%-27.9pp |
| Employer contribution / active EE | $1,347 | $2,346-42.6% | $3,262-58.7% | $2,270-40.7% |
| Participant deferral / active EE | $1,038 | $3,039-65.8% | $3,963-73.8% | $3,740-72.2% |
| Admin fee / account holder | $197 | $396-50.3% | $5,611-96.5% | $513-61.6% |