Filed April 18, 2024
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 | $2,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,657 | $79,519+50.5% | $95,952+24.7% | $73,409+63.0% |
| Participation rate | 92.5% | 81.2%+11.3pp | 77.1%+15.4pp | 72.2%+20.3pp |
| Annual return | 13.95% | 19.20%-5.2pp | 91.61%-77.7pp | 59.29%-45.3pp |
| Employer contribution / active EE | $1,634 | $2,048-20.2% | $2,541-35.7% | $2,234-26.8% |
| Participant deferral / active EE | $6,536 | $4,138+57.9% | $4,167+56.9% | $3,805+71.8% |
| Admin fee / account holder | $10 | $184-94.4% | $6,795-99.8% | $158-93.5% |