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 COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $18,162 |
CALLERO AND CALLERO LLP7+ years Service code 10 · EIN 36-2518261 | Accounting | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,590 | $71,883+145.7% | $86,677+103.7% | $68,494+157.8% |
| Participation rate | 88.2% | 72.2%+15.9pp | 76.6%+11.6pp | 67.9%+20.3pp |
| Annual return | 6.05% | 3.52%+2.5pp | 35.91%-29.9pp | -7.84%+13.9pp |
| Employer contribution / active EE | $1,715 | $2,173-21.1% | $2,836-39.5% | $2,596-33.9% |
| Participant deferral / active EE | $6,798 | $3,779+79.9% | $4,656+46.0% | $4,027+68.8% |
| Admin fee / account holder | $132 | $6,112-97.8% | $7,493-98.2% | $5,403-97.6% |