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 COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $22 |
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 | $84,224 | $64,909+29.8% | $82,313+2.3% | $62,292+35.2% |
| Participation rate | 95.4% | 74.9%+20.5pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 15.33% | 21.18%-5.8pp | 25.88%-10.5pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,959 | $3,103-4.7% | $3,706-20.2% | $3,169-6.6% |
| Admin fee / account holder | $3 | $440-99.3% | $5,608-99.9% | $479-99.3% |