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 | $4,254 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,598 | $59,186-68.6% | $76,768-75.8% | $56,287-67.0% |
| Participation rate | 82.0% | 75.2%+6.7pp | 77.0%+5.0pp | 69.9%+12.1pp |
| Annual return | -10.08% | 6.62%-16.7pp | 2.43%-12.5pp | -9.96%-0.1pp |
| Employer contribution / active EE | $1,104 | $1,759-37.2% | $2,485-55.6% | $2,111-47.7% |
| Participant deferral / active EE | $2,358 | $3,255-27.5% | $3,852-38.8% | $3,350-29.6% |
| Admin fee / account holder | $29 | $489-94.0% | $6,675-99.6% | $521-94.4% |