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 | $6,414 |
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 | $22,408 | $65,376-65.7% | $87,100-74.3% | $65,185-65.6% |
| Participation rate | 91.4% | 75.3%+16.1pp | 76.9%+14.5pp | 70.2%+21.2pp |
| Annual return | 20.71% | 31.27%-10.6pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,252 | $1,822-31.3% | $2,521-50.3% | $2,177-42.5% |
| Participant deferral / active EE | $2,876 | $3,388-15.1% | $4,049-29.0% | $3,514-18.2% |
| Admin fee / account holder | $40 | $520-92.2% | $7,497-99.5% | $847-95.2% |