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 COMPANY5+ years Service code 13 · EIN 41-0417530 | Contract Administrator | $15,858 |
BAKER TILLY US, LLP5+ years Filed as: MONTGOMERY COSCIA GRELICH LLP Service code 10 · EIN 75-2919818 | Accounting | $13,931 |
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 | $58,861 | $52,953+11.2% | $172,739-65.9% | $65,185-9.7% |
| Participation rate | 88.7% | 66.2%+22.5pp | 82.6%+6.0pp | 70.2%+18.5pp |
| Annual return | 20.62% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,222 | $2,190-44.2% | $5,143-76.2% | $2,177-43.9% |
| Participant deferral / active EE | $3,536 | $2,471+43.1% | $5,198-32.0% | $3,514+0.6% |
| Admin fee / account holder | $211 | $472-55.2% | $13,954-98.5% | $847-75.1% |