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 COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $19,319 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,664 | $71,883-35.1% | $86,677-46.2% | $68,494-31.9% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -15.60% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,905 | $2,173-12.3% | $2,836-32.8% | $2,596-26.6% |
| Participant deferral / active EE | $5,208 | $3,779+37.8% | $4,656+11.9% | $4,027+29.3% |
| Admin fee / account holder | $208 | $6,112-96.6% | $7,493-97.2% | $5,403-96.2% |