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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,931 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 26 · EIN 41-1486060 | Advisory (Participants) | $9,588 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,339 | $51,197-72.0% | $82,719-82.7% | $66,914-78.6% |
| Participation rate | 83.3% | 67.8%+15.5pp | 72.6%+10.8pp | 69.8%+13.5pp |
| Annual return | -19.70% | -9.64%-10.1pp | 701.18%-720.9pp | 1.58%-21.3pp |
| Employer contribution / active EE | $1,405 | $2,611-46.2% | $3,009-53.3% | $2,544-44.8% |
| Participant deferral / active EE | $1,416 | $3,458-59.1% | $4,395-67.8% | $4,237-66.6% |
| Admin fee / account holder | $116 | $416-72.1% | $5,329-97.8% | $593-80.4% |