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 COMPANY7+ years Filed as: MINNESOTA LIFE INSURANCE COMPNAY Service code 13 · EIN 41-0417830 | Contract Administrator | $9,505 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,545 | $70,428-70.8% | $96,562-78.7% | $85,850-76.1% |
| Participation rate | 78.4% | 61.8%+16.6pp | 69.8%+8.6pp | 69.3%+9.1pp |
| Annual return | 15.58% | 18.59%-3.0pp | 37.78%-22.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,860 | $2,894+33.4% | $3,849+0.3% | $3,952-2.3% |
| Admin fee / account holder | $76 | $4,997-98.5% | $6,181-98.8% | $6,260-98.8% |