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 COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $8,560 |
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 | $129,364 | $63,299+104.4% | $91,001+42.2% | $62,292+107.7% |
| Participation rate | 97.8% | 73.3%+24.5pp | 75.6%+22.2pp | 69.5%+28.3pp |
| Annual return | 17.57% | 20.99%-3.4pp | 4.60%+13.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $2,608 | $1,807+44.3% | $2,456+6.2% | $2,042+27.7% |
| Participant deferral / active EE | $5,973 | $2,943+103.0% | $3,547+68.4% | $3,169+88.5% |
| Admin fee / account holder | $48 | $468-89.8% | $5,417-99.1% | $479-90.1% |