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 COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $22,743 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,295 | $71,142-8.2% | $119,609-45.4% | $64,808+0.8% |
| Participation rate | 75.1% | 78.6%-3.5pp | 79.3%-4.1pp | 71.5%+3.6pp |
| Annual return | -18.51% | -10.01%-8.5pp | -14.97%-3.5pp | 32.82%-51.3pp |
| Employer contribution / active EE | $1,647 | $2,497-34.1% | $4,232-61.1% | $2,506-34.3% |
| Participant deferral / active EE | $4,258 | $4,490-5.2% | $5,602-24.0% | $4,310-1.2% |
| Admin fee / account holder | $50 | $162-69.2% | $10,323-99.5% | $188-73.4% |