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 COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $5,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,245 | $76,050+71.3% | $96,544+34.9% | $71,457+82.3% |
| Participation rate | 96.9% | 74.4%+22.5pp | 76.0%+20.9pp | 67.9%+28.9pp |
| Annual return | 18.07% | 22.81%-4.7pp | 25.84%-7.8pp | 28.85%-10.8pp |
| Employer contribution / active EE | $1,697 | $2,244-24.4% | $2,965-42.8% | $2,588-34.4% |
| Participant deferral / active EE | $6,727 | $4,215+59.6% | $4,851+38.7% | $4,289+56.8% |
| Admin fee / account holder | $18 | $2,707-99.3% | $8,252-99.8% | $1,587-98.8% |