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 3-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,569 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $5,337 |
SECURIAN FINANCIAL SERVICES INC1+ years Filed as: SECURIAN FIN'L SERVICES Service code 27 4550 POST OAK PLACE, STE 125 · HOUSTON, TX 77027 | Advisory (Plan) | $4,360 |
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $3,550 |
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 | $31,446 | $76,050-58.7% | $96,544-67.4% | $71,457-56.0% |
| Participation rate | 62.8% | 74.4%-11.6pp | 76.0%-13.1pp | 67.9%-5.1pp |
| Annual return | 0.00% | 22.81%-22.8pp | 25.84%-25.8pp | 28.85%-28.8pp |
| Employer contribution / active EE | $760 | $2,244-66.1% | $2,965-74.4% | $2,588-70.6% |
| Participant deferral / active EE | $3,645 | $4,215-13.5% | $4,851-24.9% | $4,289-15.0% |
| Admin fee / account holder | $100 | $2,707-96.3% | $8,252-98.8% | $1,587-93.7% |