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 | $20,449 |
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 | $88,153 | $63,905+37.9% | $74,183+18.8% | $57,658+52.9% |
| Participation rate | 81.7% | 79.8%+2.0pp | 76.6%+5.1pp | 70.2%+11.5pp |
| Annual return | 7.83% | 60.60%-52.8pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $990 | $1,840-46.2% | $2,370-58.2% | $1,974-49.8% |
| Participant deferral / active EE | $3,894 | $3,448+12.9% | $3,550+9.7% | $3,061+27.2% |
| Admin fee / account holder | $50 | $91-45.6% | $5,586-99.1% | $95-47.6% |