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 COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $25,140 |
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 | $73,433 | $91,372-19.6% | $129,995-43.5% | $74,419-1.3% |
| Participation rate | 76.8% | 77.8%-0.9pp | 78.5%-1.6pp | 70.7%+6.1pp |
| Annual return | 21.56% | 23.21%-1.7pp | -137.18%+158.7pp | 34.38%-12.8pp |
| Employer contribution / active EE | $1,679 | $2,563-34.5% | $4,320-61.1% | $2,637-36.3% |
| Participant deferral / active EE | $4,252 | $4,721-9.9% | $5,820-26.9% | $4,528-6.1% |
| Admin fee / account holder | $52 | $283-81.8% | $10,614-99.5% | $348-85.2% |