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 COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $21,027 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,544 | $52,293+117.1% | $178,490-36.4% | $73,409+54.7% |
| Participation rate | 78.3% | 65.3%+12.9pp | 81.9%-3.6pp | 72.2%+6.1pp |
| Annual return | 16.21% | 34.75%-18.5pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,876 | $1,735+8.1% | $5,011-62.6% | $2,234-16.0% |
| Participant deferral / active EE | $5,098 | $2,332+118.6% | $5,202-2.0% | $3,805+34.0% |
| Admin fee / account holder | $52 | $127-58.9% | $13,984-99.6% | $158-66.9% |