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 COMPANY7+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $5,404 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,012 | $77,145-23.5% | $108,410-45.6% | $85,850-31.3% |
| Participation rate | 93.9% | 74.7%+19.3pp | 80.1%+13.8pp | 69.3%+24.6pp |
| Annual return | 12.12% | 44.54%-32.4pp | 905.27%-893.1pp | 318.53%-306.4pp |
| Employer contribution / active EE | $320 | $2,379-86.5% | $3,558-91.0% | $2,565-87.5% |
| Participant deferral / active EE | $4,544 | $5,566-18.4% | $6,563-30.8% | $3,952+15.0% |
| Admin fee / account holder | $57 | $5,172-98.9% | $7,295-99.2% | $6,260-99.1% |