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 4-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 COMPANY2+ years Service code 11 · EIN 41-0417830 | Actuarial | $6,638 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,536 | $50,458-77.1% | $159,960-92.8% | $64,808-82.2% |
| Participation rate | 97.3% | 68.0%+29.3pp | 78.0%+19.4pp | 71.5%+25.9pp |
| Annual return | -1.52% | -13.42%+11.9pp | 408.60%-410.1pp | 32.82%-34.3pp |
| Employer contribution / active EE | $1,732 | $1,722+0.6% | $4,226-59.0% | $2,506-30.9% |
| Participant deferral / active EE | $3,744 | $4,004-6.5% | $6,182-39.4% | $4,310-13.1% |
| Admin fee / account holder | $12 | $706-98.4% | $8,698-99.9% | $188-93.8% |