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 COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $90,748 |
OLSEN THIELEN & CO., LTD.3 years Filed as: OLSEN THIELEN & CO., LTD Service code 10 · EIN 41-1360831 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,923 | $76,774-66.2% | $112,228-76.9% | $77,904-66.7% |
| Participation rate | 62.4% | 80.2%-17.8pp | 75.1%-12.7pp | 73.7%-11.3pp |
| Annual return | -7.35% | -10.25%+2.9pp | 27.45%-34.8pp | 12.21%-19.6pp |
| Employer contribution / active EE | $1,646 | $3,977-58.6% | $3,635-54.7% | $2,848-42.2% |
| Participant deferral / active EE | $3,565 | $3,778-5.6% | $4,728-24.6% | $4,806-25.8% |
| Admin fee / account holder | $45 | $239-81.0% | $6,410-99.3% | $133-65.8% |