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 | $976 |
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 | $65,896 | $80,753-18.4% | $136,294-51.7% | $62,292+5.8% |
| Participation rate | 71.0% | 73.5%-2.6pp | 81.9%-11.0pp | 69.5%+1.5pp |
| Annual return | 40.95% | 35.83%+5.1pp | 5155.94%-5115.0pp | 28.90%+12.0pp |
| Employer contribution / active EE | $3,516 | $2,884+21.9% | $4,695-25.1% | $2,042+72.2% |
| Participant deferral / active EE | $7,833 | $5,164+51.7% | $6,247+25.4% | $3,169+147.2% |
| Admin fee / account holder | $5 | $525-99.1% | $9,243-99.9% | $479-99.0% |