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 | $4,586 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,976 | $72,254-36.4% | $86,677-47.0% | $64,808-29.1% |
| Participation rate | 83.7% | 80.4%+3.3pp | 76.6%+7.1pp | 71.5%+12.2pp |
| Annual return | -16.43% | 392.42%-408.9pp | 35.91%-52.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,753 | $2,393-26.8% | $2,836-38.2% | $2,506-30.1% |
| Participant deferral / active EE | $4,283 | $4,658-8.1% | $4,656-8.0% | $4,310-0.6% |
| Admin fee / account holder | $15 | $174-91.6% | $7,493-99.8% | $188-92.2% |