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 COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,344 | $62,132-31.8% | $185,823-77.2% | $73,488-42.4% |
| Participation rate | 84.2% | 67.8%+16.4pp | 78.0%+6.2pp | 70.7%+13.5pp |
| Annual return | 11.21% | 20.44%-9.2pp | 35.95%-24.7pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,749 | $1,681+4.0% | $4,087-57.2% | $2,270-22.9% |
| Participant deferral / active EE | $2,755 | $3,711-25.8% | $5,632-51.1% | $3,740-26.3% |
| Admin fee / account holder | $25 | $419-94.1% | $9,500-99.7% | $513-95.2% |