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 COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $8,160 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $542,909 | $58,879+822.1% | $178,490+204.2% | $73,488+638.8% |
| Participation rate | 91.4% | 66.2%+25.1pp | 81.9%+9.4pp | 70.7%+20.7pp |
| Annual return | 13.14% | 24.86%-11.7pp | 151.07%-137.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $16,731 | $2,236+648.2% | $5,011+233.9% | $2,270+637.0% |
| Participant deferral / active EE | $9,896 | $2,567+285.5% | $5,202+90.3% | $3,740+164.6% |
| Admin fee / account holder | $31 | $400-92.3% | $13,984-99.8% | $513-94.0% |