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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $1,141 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,035 | $72,492-47.5% | $87,100-56.3% | $72,985-47.9% |
| Participation rate | 84.7% | 72.8%+11.9pp | 76.9%+7.8pp | 69.5%+15.2pp |
| Annual return | 17.49% | 24.46%-7.0pp | 28.19%-10.7pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,043 | $1,894-44.9% | $2,521-58.6% | $2,440-57.3% |
| Participant deferral / active EE | $2,830 | $3,270-13.4% | $4,049-30.1% | $3,607-21.5% |
| Admin fee / account holder | $12 | $5,055-99.8% | $7,497-99.8% | $5,124-99.8% |