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 COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,894 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,916 | $56,629-87.8% | $77,999-91.1% | $55,167-87.5% |
| Participation rate | 95.2% | 73.3%+21.9pp | 75.5%+19.7pp | 69.0%+26.2pp |
| Annual return | 10.18% | 2866.98%-2856.8pp | 425.96%-415.8pp | 169.23%-159.0pp |
| Employer contribution / active EE | $2,697 | $1,723+56.5% | $2,470+9.2% | $1,963+37.4% |
| Participant deferral / active EE | $2,142 | $2,777-22.9% | $3,497-38.8% | $3,054-29.9% |
| Admin fee / account holder | $32 | $467-93.1% | $5,480-99.4% | $504-93.6% |