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 COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $9,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,337 | $35,485+151.8% | $74,550+19.8% | $55,725+60.3% |
| Participation rate | 33.2% | 62.5%-29.3pp | 69.1%-35.9pp | 70.9%-37.6pp |
| Annual return | -3.58% | 0.72%-4.3pp | 32.53%-36.1pp | 244.93%-248.5pp |
| Employer contribution / active EE | $213 | $777-72.5% | $1,961-89.1% | $2,078-89.7% |
| Participant deferral / active EE | $1,235 | $2,181-43.4% | $3,108-60.3% | $3,356-63.2% |
| Admin fee / account holder | $52 | $114-54.4% | $5,060-99.0% | $115-54.8% |