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 | $1,732 |
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 | $137,084 | $58,726+133.4% | $92,233+48.6% | $62,292+120.1% |
| Participation rate | 79.3% | 68.3%+10.9pp | 76.5%+2.8pp | 69.5%+9.7pp |
| Annual return | 17.16% | 43.62%-26.5pp | 176.28%-159.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $953 | $2,392-60.2% | $3,679-74.1% | $2,042-53.3% |
| Participant deferral / active EE | $5,907 | $2,766+113.6% | $3,897+51.6% | $3,169+86.4% |
| Admin fee / account holder | $8 | $556-98.5% | $5,194-99.8% | $479-98.3% |