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 COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,128 | $76,050-69.6% | $96,544-76.0% | $71,457-67.6% |
| Participation rate | 94.6% | 74.4%+20.2pp | 76.0%+18.6pp | 67.9%+26.6pp |
| Annual return | 15.21% | 22.81%-7.6pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,103 | $2,244-50.8% | $2,965-62.8% | $2,588-57.4% |
| Participant deferral / active EE | $3,266 | $4,215-22.5% | $4,851-32.7% | $4,289-23.9% |
| Admin fee / account holder | $31 | $2,707-98.8% | $8,252-99.6% | $1,587-98.0% |