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 COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $4,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,803 | $59,584-26.5% | $86,874-49.6% | $79,386-44.8% |
| Participation rate | 53.9% | 67.7%-13.8pp | 71.6%-17.8pp | 70.7%-16.8pp |
| Annual return | 10.38% | 23.15%-12.8pp | 63.52%-53.1pp | 116.85%-106.5pp |
| Employer contribution / active EE | $1,372 | $1,768-22.4% | $2,495-45.0% | $2,427-43.5% |
| Participant deferral / active EE | $1,836 | $3,036-39.5% | $3,699-50.4% | $4,046-54.6% |
| Admin fee / account holder | $19 | $604-96.9% | $5,828-99.7% | $626-97.0% |