Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 COMPANY10+ years Service code 12 · EIN 41-0417830 | Claims processing; Custodial (other t... | $145,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,555 | $55,527-39.6% | $81,783-59.0% | $199,768-83.2% |
| Participation rate | 26.7% | 62.7%-36.0pp | 72.4%-45.6pp | 72.0%-45.3pp |
| Annual return | 15.50% | 19.58%-4.1pp | 775.05%-759.6pp | 34.26%-18.8pp |
| Employer contribution / active EE | $539 | $2,111-74.5% | $2,913-81.5% | $3,037-82.3% |
| Participant deferral / active EE | $2,239 | $3,296-32.1% | $4,320-48.2% | $5,090-56.0% |
| Admin fee / account holder | $67 | $347-80.6% | $7,380-99.1% | $269-74.9% |