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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $16,159 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $12,500 |
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 | $53,734 | $89,652-40.1% | $141,162-61.9% | $65,185-17.6% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.5%+10.1pp | 70.2%+22.4pp |
| Annual return | 24.01% | 32.79%-8.8pp | 71.39%-47.4pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,160 | $3,065-62.2% | $4,735-75.5% | $2,177-46.7% |
| Participant deferral / active EE | $3,371 | $5,691-40.8% | $6,709-49.7% | $3,514-4.1% |
| Admin fee / account holder | $73 | $569-87.2% | $10,261-99.3% | $847-91.4% |