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 COMPANY5+ years Filed as: MINNESOTA LIFE INSURANCE COMPNAY Service code 13 · EIN 41-0417830 | Contract Administrator | $14,971 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,763 | $58,512-71.4% | $84,015-80.0% | $72,985-77.0% |
| Participation rate | 79.5% | 61.2%+18.3pp | 69.0%+10.5pp | 69.5%+10.0pp |
| Annual return | 20.92% | 28.93%-8.0pp | 71.31%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $750 | $1,163-35.5% | $1,983-62.2% | $2,440-69.3% |
| Participant deferral / active EE | $2,532 | $2,394+5.8% | $3,239-21.8% | $3,607-29.8% |
| Admin fee / account holder | $114 | $4,569-97.5% | $6,101-98.1% | $5,124-97.8% |