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 |
|---|---|---|
Filed as: MINNESOTA LIFE ISURANCE COMPANY Service code 13 · EIN 41-0417830 | Contract Administrator | $5,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,334 | $60,776-56.7% | $85,682-69.3% | $79,386-66.8% |
| Participation rate | 43.9% | 62.1%-18.2pp | 69.9%-26.0pp | 70.7%-26.8pp |
| Annual return | 49.38% | 16.57%+32.8pp | 21.49%+27.9pp | 116.85%-67.5pp |
| Employer contribution / active EE | $199 | $1,663-88.0% | $2,618-92.4% | $2,427-91.8% |
| Participant deferral / active EE | $1,469 | $2,919-49.7% | $3,923-62.5% | $4,046-63.7% |
| Admin fee / account holder | $183 | $438-58.3% | $6,873-97.3% | $626-70.8% |