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 COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $10,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,144 | $37,196-45.8% | $154,107-86.9% | $55,725-63.9% |
| Participation rate | 69.1% | 64.1%+5.0pp | 83.0%-14.0pp | 70.9%-1.8pp |
| Annual return | -7.80% | 1319.68%-1327.5pp | 735.12%-742.9pp | 244.93%-252.7pp |
| Employer contribution / active EE | $956 | $1,614-40.8% | $5,298-82.0% | $2,078-54.0% |
| Participant deferral / active EE | $1,886 | $2,068-8.8% | $5,081-62.9% | $3,356-43.8% |
| Admin fee / account holder | $31 | $102-69.6% | $13,411-99.8% | $115-73.2% |