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 COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $1,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,036 | $54,573+94.3% | $90,951+16.6% | $73,488+44.3% |
| Participation rate | 67.2% | 61.2%+6.0pp | 69.0%-1.8pp | 70.7%-3.5pp |
| Annual return | 12.56% | 16.69%-4.1pp | 134.60%-122.0pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,288 | $991+29.9% | $2,122-39.3% | $2,270-43.3% |
| Participant deferral / active EE | $3,919 | $2,517+55.7% | $3,373+16.2% | $3,740+4.8% |
| Admin fee / account holder | $11 | $521-97.9% | $5,959-99.8% | $513-97.8% |