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 | $34,124 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $15,750 |
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 | $47,897 | $61,473-22.1% | $81,930-41.5% | $73,409-34.8% |
| Participation rate | 82.5% | 72.4%+10.1pp | 72.0%+10.5pp | 72.2%+10.3pp |
| Annual return | 16.51% | 28.26%-11.8pp | 29.49%-13.0pp | 59.29%-42.8pp |
| Employer contribution / active EE | $775 | $1,898-59.2% | $4,310-82.0% | $2,234-65.3% |
| Participant deferral / active EE | $2,244 | $3,080-27.2% | $7,107-68.4% | $3,805-41.0% |
| Admin fee / account holder | $141 | $125+12.6% | $5,158-97.3% | $158-10.5% |