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 COMPANY4+ years Service code 13 · EIN 41-0417530 | Contract Administrator | $18,815 |
BAKER TILLY US, LLP4+ years Filed as: MONTGOMERY COSCIA GRELICH LLP Service code 10 · EIN 75-2919818 | Accounting | $13,956 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,633 | $47,977+1.4% | $154,107-68.4% | $56,287-13.6% |
| Participation rate | 78.7% | 66.2%+12.5pp | 83.0%-4.4pp | 69.9%+8.8pp |
| Annual return | -5.43% | 3.54%-9.0pp | 735.12%-740.5pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,034 | $2,169-52.3% | $5,298-80.5% | $2,111-51.0% |
| Participant deferral / active EE | $3,432 | $2,392+43.5% | $5,081-32.4% | $3,350+2.5% |
| Admin fee / account holder | $133 | $438-69.8% | $13,411-99.0% | $521-74.6% |