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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $16,333 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS DECOSIMO, LLC Service code 10 · EIN 57-0381582 | Accounting | $12,900 |
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 | $98,916 | $74,024+33.6% | $77,999+26.8% | $57,658+71.6% |
| Participation rate | 92.7% | 79.7%+13.0pp | 75.5%+17.2pp | 70.2%+22.5pp |
| Annual return | 9.02% | 12.14%-3.1pp | 425.96%-416.9pp | 5.13%+3.9pp |
| Employer contribution / active EE | $5,727 | $2,365+142.1% | $2,470+131.9% | $1,974+190.2% |
| Participant deferral / active EE | $7,050 | $3,533+99.5% | $3,497+101.6% | $3,061+130.3% |
| Admin fee / account holder | $27 | $93-71.6% | $5,480-99.5% | $95-72.0% |