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 COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $661 |
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 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 | $9,918 | $60,165-83.5% | $74,183-86.6% | $55,167-82.0% |
| Participation rate | 96.9% | 74.2%+22.7pp | 76.6%+20.3pp | 69.0%+27.9pp |
| Annual return | 22.28% | 10.00%+12.3pp | 17.74%+4.5pp | 169.23%-146.9pp |
| Employer contribution / active EE | $1,724 | $1,600+7.8% | $2,370-27.3% | $1,963-12.2% |
| Participant deferral / active EE | $2,989 | $2,973+0.5% | $3,550-15.8% | $3,054-2.1% |
| Admin fee / account holder | $4 | $419-99.1% | $5,586-99.9% | $504-99.3% |