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 | $3,927 |
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 | $36,294 | $51,620-29.7% | $90,281-59.8% | $65,185-44.3% |
| Participation rate | 75.9% | 68.6%+7.3pp | 73.3%+2.6pp | 70.2%+5.7pp |
| Annual return | 16.02% | 24.94%-8.9pp | 78.10%-62.1pp | 29.38%-13.4pp |
| Employer contribution / active EE | $778 | $2,235-65.2% | $2,854-72.7% | $2,177-64.2% |
| Participant deferral / active EE | $878 | $2,871-69.4% | $3,885-77.4% | $3,514-75.0% |
| Admin fee / account holder | $21 | $384-94.5% | $5,351-99.6% | $847-97.5% |