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 COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $12,930 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $10,000 |
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 | $49,495 | $73,102-32.3% | $123,544-59.9% | $56,287-12.1% |
| Participation rate | 94.5% | 74.3%+20.2pp | 82.3%+12.2pp | 69.9%+24.6pp |
| Annual return | -4.72% | 3.01%-7.7pp | 119.20%-123.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,505 | $2,977-49.5% | $4,628-67.5% | $2,111-28.7% |
| Participant deferral / active EE | $4,259 | $5,423-21.5% | $6,426-33.7% | $3,350+27.2% |
| Admin fee / account holder | $65 | $554-88.2% | $9,284-99.3% | $521-87.5% |