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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $1,982 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $227,942 | $63,114+261.2% | $92,893+145.4% | $65,185+249.7% |
| Participation rate | 87.9% | 68.8%+19.1pp | 76.0%+11.9pp | 70.2%+17.7pp |
| Annual return | 24.83% | 28.75%-3.9pp | 109.41%-84.6pp | 29.38%-4.6pp |
| Employer contribution / active EE | $11,065 | $2,571+330.5% | $3,653+202.9% | $2,177+408.4% |
| Participant deferral / active EE | $11,818 | $3,108+280.2% | $4,236+179.0% | $3,514+236.3% |
| Admin fee / account holder | $11 | $624-98.3% | $5,794-99.8% | $847-98.8% |