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 8-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 | $31,588 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,297 | $56,443-76.4% | $83,848-84.1% | $55,725-76.1% |
| Participation rate | 97.3% | 72.0%+25.3pp | 76.1%+21.2pp | 70.9%+26.4pp |
| Annual return | -5.07% | 393.67%-398.7pp | 850.88%-856.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $872 | $2,682-67.5% | $3,631-76.0% | $2,078-58.1% |
| Participant deferral / active EE | $2,770 | $2,965-6.6% | $4,082-32.1% | $3,356-17.4% |
| Admin fee / account holder | $22 | $156-86.1% | $5,478-99.6% | $115-81.2% |