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 COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | -$1,660 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,569 | $65,390-12.0% | $169,368-66.0% | $71,457-19.4% |
| Participation rate | 85.7% | 67.0%+18.8pp | 77.1%+8.6pp | 67.9%+17.8pp |
| Annual return | 14.91% | 21.31%-6.4pp | 405.60%-390.7pp | 28.85%-13.9pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,689 | $4,367+30.3% | $6,221-8.5% | $4,289+32.7% |
| Admin fee / account holder | $13 | $1,324-99.1% | $9,003-99.9% | $1,587-99.2% |