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 COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $16,968 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,233 | $102,553-60.8% | $151,611-73.5% | $66,914-39.9% |
| Participation rate | 95.8% | 85.5%+10.3pp | 87.5%+8.3pp | 69.8%+26.0pp |
| Annual return | -13.20% | -10.82%-2.4pp | 3.33%-16.5pp | 1.58%-14.8pp |
| Employer contribution / active EE | $3,017 | $4,180-27.8% | $6,166-51.1% | $2,544+18.6% |
| Participant deferral / active EE | $4,453 | $6,641-33.0% | $8,363-46.8% | $4,237+5.1% |
| Admin fee / account holder | $53 | $630-91.6% | $11,616-99.5% | $593-91.1% |