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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $17,201 |
CALLERO AND CALLERO LLP5+ 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).
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 | $123,148 | $73,884+66.7% | $95,952+28.3% | - |
| Participation rate | 86.9% | 80.0%+6.9pp | 77.1%+9.8pp | - |
| Annual return | -3.98% | 11.13%-15.1pp | 91.61%-95.6pp | - |
| Employer contribution / active EE | $3,372 | $1,782+89.3% | $2,541+32.7% | - |
| Participant deferral / active EE | $6,147 | $3,914+57.0% | $4,167+47.5% | - |
| Admin fee / account holder | $115 | $4,316-97.3% | $6,795-98.3% | - |