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 | $45,004 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,364 | $46,423+38.6% | $75,886-15.2% | $67,579-4.8% |
| Participation rate | 92.0% | 63.1%+29.0pp | 69.3%+22.7pp | 71.3%+20.7pp |
| Annual return | 23.24% | 32.29%-9.1pp | 30.76%-7.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $2,348 | $1,406+67.0% | $2,500-6.1% | $2,148+9.3% |
| Participant deferral / active EE | $4,660 | $2,564+81.7% | $3,603+29.3% | $3,539+31.7% |
| Admin fee / account holder | $43 | $132-67.2% | $5,418-99.2% | $142-69.6% |