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 COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $12,013 |
BAKER TILLY US, LLP3+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $2,013 |
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 | $63,132 | $80,753-21.8% | $136,294-53.7% | $62,292+1.3% |
| Participation rate | 89.5% | 73.5%+15.9pp | 81.9%+7.6pp | 69.5%+20.0pp |
| Annual return | 18.04% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,308 | $2,884-54.6% | $4,695-72.1% | $2,042-35.9% |
| Participant deferral / active EE | $3,782 | $5,164-26.8% | $6,247-39.5% | $3,169+19.3% |
| Admin fee / account holder | $67 | $525-87.2% | $9,243-99.3% | $479-86.0% |