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 COMPANY6+ years Service code 13 · EIN 41-0417530 | Contract Administrator | $4,072 |
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 | $68,478 | $58,879+16.3% | $178,490-61.6% | $73,488-6.8% |
| Participation rate | 89.8% | 66.2%+23.6pp | 81.9%+7.9pp | 70.7%+19.2pp |
| Annual return | 15.39% | 24.86%-9.5pp | 151.07%-135.7pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,174 | $2,236-47.5% | $5,011-76.6% | $2,270-48.3% |
| Participant deferral / active EE | $3,533 | $2,567+37.6% | $5,202-32.1% | $3,740-5.5% |
| Admin fee / account holder | -$29 | $400-107.3% | $13,984-100.2% | $513-105.7% |