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 COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $2,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,879-100.0% | $178,490-100.0% | $73,488-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 16.40% | 24.86%-8.5pp | 151.07%-134.7pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,081 | $2,236-51.7% | $5,011-78.4% | $2,270-52.4% |
| Participant deferral / active EE | $3,397 | $2,567+32.3% | $5,202-34.7% | $3,740-9.2% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |