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 | $144,236 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN,PLLC Service code 10 · EIN 38-1357951 | Accounting | $5,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,267 | $52,090-34.2% | $95,745-64.2% | $80,160-57.3% |
| Participation rate | 86.0% | 67.0%+19.0pp | 72.3%+13.7pp | 72.9%+13.1pp |
| Annual return | 20.70% | 23.29%-2.6pp | 28.35%-7.7pp | 40.38%-19.7pp |
| Employer contribution / active EE | $2,447 | $1,548+58.1% | $2,835-13.7% | $2,978-17.8% |
| Participant deferral / active EE | $4,099 | $3,266+25.5% | $4,245-3.4% | $5,017-18.3% |
| Admin fee / account holder | $104 | $96+7.9% | $5,678-98.2% | $145-28.6% |