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 COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $5,143 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,324 | $61,156-22.6% | $185,823-74.5% | $79,386-40.4% |
| Participation rate | 99.3% | 66.6%+32.7pp | 81.7%+17.6pp | 70.7%+28.6pp |
| Annual return | 8.16% | 19.45%-11.3pp | 122.05%-113.9pp | 116.85%-108.7pp |
| Employer contribution / active EE | $3,088 | $2,321+33.1% | $5,167-40.2% | $2,427+27.2% |
| Participant deferral / active EE | $5,718 | $2,789+105.0% | $5,568+2.7% | $4,046+41.3% |
| Admin fee / account holder | $17 | $710-97.6% | $16,237-99.9% | $626-97.3% |