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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $8,077 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,444 | $77,634-84.0% | $156,549-92.1% | $62,891-80.2% |
| Participation rate | 87.3% | 71.2%+16.1pp | 84.0%+3.3pp | 69.3%+18.0pp |
| Annual return | 5.76% | 50.32%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,136 | $3,444+20.1% | $5,501-24.8% | $2,281+81.3% |
| Participant deferral / active EE | $1,931 | $3,045-36.6% | $4,871-60.4% | $3,203-39.7% |
| Admin fee / account holder | $68 | $5,561-98.8% | $13,027-99.5% | $4,296-98.4% |