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 10-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, INC. Service code 15 · EIN 41-1486060 | Recordkeeping | $14,530 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,783 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,405 | $58,879-43.3% | $178,490-81.3% | $73,488-54.5% |
| Participation rate | 94.3% | 66.2%+28.1pp | 81.9%+12.4pp | 70.7%+23.6pp |
| Annual return | 23.69% | 24.86%-1.2pp | 151.07%-127.4pp | 28.51%-4.8pp |
| Employer contribution / active EE | $1,310 | $2,236-41.4% | $5,011-73.8% | $2,270-42.3% |
| Participant deferral / active EE | $4,088 | $2,567+59.2% | $5,202-21.4% | $3,740+9.3% |
| Admin fee / account holder | $95 | $400-76.2% | $13,984-99.3% | $513-81.4% |