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 COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $6,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,652 | $62,324+311.8% | $68,509+274.6% | $55,191+365.0% |
| Participation rate | 42.0% | 78.9%-36.9pp | 74.7%-32.7pp | 69.2%-27.2pp |
| Annual return | 143.74% | 4.26%+139.5pp | 8.27%+135.5pp | 10.78%+133.0pp |
| Employer contribution / active EE | $2,690 | $2,223+21.0% | $2,278+18.1% | $1,899+41.7% |
| Participant deferral / active EE | $3,317 | $3,425-3.2% | $3,382-1.9% | $3,046+8.9% |
| Admin fee / account holder | $17 | $91-81.8% | $5,275-99.7% | $91-81.7% |