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 |
|---|---|---|
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $1,562 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,114 | $58,726+334.4% | $92,233+176.6% | $62,292+309.5% |
| Participation rate | 89.3% | 68.3%+21.0pp | 76.5%+12.8pp | 69.5%+19.8pp |
| Annual return | 17.69% | 43.62%-25.9pp | 176.28%-158.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $11,044 | $2,392+361.7% | $3,679+200.2% | $2,042+440.8% |
| Participant deferral / active EE | $10,405 | $2,766+276.2% | $3,897+167.0% | $3,169+228.3% |
| Admin fee / account holder | $11 | $556-98.0% | $5,194-99.8% | $479-97.7% |