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 COMPANY3+ years Service code 11 · EIN 41-0417830 | Actuarial | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,981 | $56,638-68.3% | $169,368-89.4% | $74,419-75.8% |
| Participation rate | 96.7% | 67.5%+29.2pp | 77.1%+19.6pp | 70.7%+26.0pp |
| Annual return | 29.01% | 24.75%+4.3pp | 405.60%-376.6pp | 34.38%-5.4pp |
| Employer contribution / active EE | $2,175 | $2,027+7.3% | $4,013-45.8% | $2,637-17.5% |
| Participant deferral / active EE | $5,140 | $4,223+21.7% | $6,221-17.4% | $4,528+13.5% |
| Admin fee / account holder | $50 | $307-83.6% | $9,003-99.4% | $348-85.5% |