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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $15,803 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $36,085 | $98,982-63.5% | $162,163-77.7% | $65,185-44.6% |
| Participation rate | 89.0% | 85.8%+3.3pp | 87.6%+1.5pp | 70.2%+18.8pp |
| Annual return | 19.23% | 24.84%-5.6pp | 115.59%-96.4pp | 29.38%-10.2pp |
| Employer contribution / active EE | $2,582 | $3,467-25.5% | $5,614-54.0% | $2,177+18.6% |
| Participant deferral / active EE | $3,162 | $5,384-41.3% | $7,298-56.7% | $3,514-10.0% |
| Admin fee / account holder | $51 | $596-91.4% | $10,843-99.5% | $847-94.0% |