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 7-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 |
|---|---|---|
Service code 13 3030 N ROCKY POINT DRIVE WEST · TAMPA, FL 33607 | Contract Administrator | $10,000 |
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $6,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,352 | $65,435-46.0% | $86,677-59.2% | $66,914-47.2% |
| Participation rate | 62.2% | 75.5%-13.3pp | 76.6%-14.4pp | 69.8%-7.6pp |
| Annual return | -14.82% | -10.89%-3.9pp | 35.91%-50.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,325 | $2,153-38.4% | $2,836-53.3% | $2,544-47.9% |
| Participant deferral / active EE | $2,163 | $4,100-47.2% | $4,656-53.5% | $4,237-48.9% |
| Admin fee / account holder | $178 | $642-72.2% | $7,493-97.6% | $593-69.9% |