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 | $4,021 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,328 | $81,474-34.5% | $133,956-60.2% | $73,488-27.4% |
| Participation rate | 89.2% | 76.4%+12.8pp | 79.8%+9.3pp | 70.7%+18.5pp |
| Annual return | -2.21% | 19.40%-21.6pp | 45.09%-47.3pp | 28.51%-30.7pp |
| Employer contribution / active EE | $595 | $2,209-73.1% | $3,919-84.8% | $2,270-73.8% |
| Participant deferral / active EE | $4,465 | $3,786+17.9% | $5,048-11.5% | $3,740+19.4% |
| Admin fee / account holder | $21 | $713-97.1% | $8,927-99.8% | $513-95.9% |