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 | $3,306 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,882 | $66,124-33.6% | $90,404-51.5% | $73,488-40.3% |
| Participation rate | 72.8% | 69.7%+3.2pp | 72.7%+0.1pp | 70.7%+2.1pp |
| Annual return | 13.19% | 17.65%-4.5pp | 1293.02%-1279.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $820 | $2,346-65.1% | $3,262-74.9% | $2,270-63.9% |
| Participant deferral / active EE | $871 | $3,039-71.3% | $3,963-78.0% | $3,740-76.7% |
| Admin fee / account holder | $20 | $396-95.0% | $5,611-99.6% | $513-96.1% |