See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,637 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 26 · EIN 41-1486060 | Advisory (Participants) | $8,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,399 | $63,745-61.7% | $98,442-75.2% | $79,386-69.3% |
| Participation rate | 61.8% | 69.9%-8.0pp | 73.3%-11.5pp | 70.7%-8.9pp |
| Annual return | 20.63% | 625.80%-605.2pp | 1492.73%-1472.1pp | 116.85%-96.2pp |
| Employer contribution / active EE | $1,407 | $2,557-45.0% | $2,960-52.5% | $2,427-42.1% |
| Participant deferral / active EE | $1,005 | $3,303-69.6% | $4,276-76.5% | $4,046-75.2% |
| Admin fee / account holder | $164 | $516-68.3% | $5,949-97.3% | $626-73.9% |