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 COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $24,164 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,115 | $46,292+118.4% | $143,757-29.7% | $64,808+56.0% |
| Participation rate | 76.9% | 64.2%+12.7pp | 80.3%-3.4pp | 71.5%+5.5pp |
| Annual return | -17.49% | -10.05%-7.4pp | -0.04%-17.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $2,096 | $1,910+9.7% | $4,951-57.7% | $2,506-16.4% |
| Participant deferral / active EE | $5,851 | $2,646+121.2% | $5,637+3.8% | $4,310+35.7% |
| Admin fee / account holder | $61 | $154-60.5% | $14,673-99.6% | $188-67.7% |