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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,640 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,222 | $80,177-88.5% | $123,892-92.6% | $57,658-84.0% |
| Participation rate | 93.1% | 74.4%+18.7pp | 81.4%+11.7pp | 70.2%+22.9pp |
| Annual return | 57.21% | 17.90%+39.3pp | 47.52%+9.7pp | 5.13%+52.1pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,854 | $5,130-24.9% | $5,984-35.6% | $3,061+25.9% |
| Admin fee / account holder | $8 | $106-92.2% | $8,357-99.9% | $95-91.2% |