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 10-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 |
|---|---|---|
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 15 · EIN 41-1486060 | Recordkeeping | $19,737 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,675 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,560 | $46,292-40.5% | $143,757-80.8% | $64,808-57.5% |
| Participation rate | 94.1% | 64.2%+29.9pp | 80.3%+13.8pp | 71.5%+22.6pp |
| Annual return | -7.10% | -10.05%+2.9pp | -0.04%-7.1pp | 32.82%-39.9pp |
| Employer contribution / active EE | $1,468 | $1,910-23.1% | $4,951-70.3% | $2,506-41.4% |
| Participant deferral / active EE | $4,704 | $2,646+77.8% | $5,637-16.6% | $4,310+9.1% |
| Admin fee / account holder | $107 | $154-30.1% | $14,673-99.3% | $188-42.8% |