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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,684 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 26 · EIN 41-1486060 | Advisory (Participants) | $11,595 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,640 | $60,323-60.8% | $81,812-71.1% | $74,495-68.3% |
| Participation rate | 94.6% | 62.9%+31.8pp | 72.3%+22.3pp | 67.2%+27.4pp |
| Annual return | 26.46% | 16.90%+9.6pp | 773.79%-747.3pp | 1364.94%-1338.5pp |
| Employer contribution / active EE | $1,841 | $2,620-29.8% | $2,912-36.8% | $2,623-29.8% |
| Participant deferral / active EE | $1,992 | $3,387-41.2% | $4,319-53.9% | $4,346-54.2% |
| Admin fee / account holder | $133 | $1,486-91.0% | $7,386-98.2% | $1,942-93.1% |