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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $12,930 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,567 | $74,089-30.4% | $133,980-61.5% | $55,167-6.5% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.1%+8.0pp | 69.0%+26.0pp |
| Annual return | 7.79% | 12.11%-4.3pp | 29.30%-21.5pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,099 | $3,064-31.5% | $5,211-59.7% | $1,963+6.9% |
| Participant deferral / active EE | $2,303 | $4,678-50.8% | $6,282-63.3% | $3,054-24.6% |
| Admin fee / account holder | $42 | $458-90.9% | $9,324-99.6% | $504-91.7% |