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 | $18,899 |
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 | $43,568 | $136,307-68.0% | $177,821-75.5% | $73,488-40.7% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.7%+7.6pp | 70.7%+24.6pp |
| Annual return | 15.22% | 18.68%-3.5pp | 48.32%-33.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $2,704 | $3,712-27.1% | $5,918-54.3% | $2,270+19.1% |
| Participant deferral / active EE | $3,815 | $5,829-34.5% | $7,714-50.5% | $3,740+2.0% |
| Admin fee / account holder | $63 | $596-89.4% | $12,427-99.5% | $513-87.7% |