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 COMPANY8+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,786 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,346 | $59,107-28.4% | $86,436-51.0% | $68,494-38.2% |
| Participation rate | 90.5% | 75.2%+15.3pp | 80.3%+10.2pp | 67.9%+22.7pp |
| Annual return | -19.57% | -0.23%-19.3pp | 4394.89%-4414.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $633 | $2,519-74.9% | $3,769-83.2% | $2,596-75.6% |
| Participant deferral / active EE | $4,363 | $5,901-26.1% | $6,952-37.2% | $4,027+8.3% |
| Admin fee / account holder | $39 | $5,637-99.3% | $6,731-99.4% | $5,403-99.3% |