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 41-0417530 | Contract Administrator | $16,993 |
BAKER TILLY US, LLP1+ years Filed as: MONTGOMERY COSCIA GRELICH LLP Service code 10 · EIN 75-2919818 | Accounting | $12,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,324 | $46,360-28.1% | $147,614-77.4% | $52,331-36.3% |
| Participation rate | 79.6% | 64.9%+14.7pp | 84.6%-5.0pp | 68.1%+11.5pp |
| Annual return | -1.24% | 1.62%-2.9pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,440 | $2,126-32.3% | $5,564-74.1% | $1,882-23.5% |
| Participant deferral / active EE | $2,839 | $2,258+25.8% | $4,895-42.0% | $3,022-6.1% |
| Admin fee / account holder | $100 | $766-86.9% | $11,611-99.1% | $592-83.0% |