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 COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $35,771 |
BENEFITS OF MISSOURI, INC.2+ years Service code 19 · EIN 43-1344692 | Securities Custodian | $31,271 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $11,128 |
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 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 | $13,204 | $168,231-92.2% | $67,834-80.5% | $63,975-79.4% |
| Participation rate | 41.6% | 66.8%-25.2pp | 68.8%-27.2pp | 71.1%-29.6pp |
| Annual return | 14.70% | 11.76%+2.9pp | 138.47%-123.8pp | 48.65%-33.9pp |
| Employer contribution / active EE | $731 | $1,907-61.7% | $2,403-69.6% | $2,182-66.5% |
| Participant deferral / active EE | $1,205 | $2,827-57.4% | $3,160-61.9% | $3,356-64.1% |
| Admin fee / account holder | $105 | $81+30.8% | $4,622-97.7% | $70+49.6% |