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 9-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 COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $8,941 |
CALLERO AND CALLERO LLP4+ years Service code 10 · EIN 36-2518261 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $148,513 | $72,492+104.9% | $87,100+70.5% | $72,985+103.5% |
| Participation rate | 79.2% | 72.8%+6.4pp | 76.9%+2.3pp | 69.5%+9.7pp |
| Annual return | 6.63% | 24.46%-17.8pp | 28.19%-21.6pp | 81.00%-74.4pp |
| Employer contribution / active EE | $3,225 | $1,894+70.3% | $2,521+27.9% | $2,440+32.2% |
| Participant deferral / active EE | $5,355 | $3,270+63.8% | $4,049+32.3% | $3,607+48.4% |
| Admin fee / account holder | $123 | $5,055-97.6% | $7,497-98.4% | $5,124-97.6% |