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 | $2,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,734 | $58,264-7.8% | $86,612-38.0% | $71,457-24.8% |
| Participation rate | 64.0% | 65.0%-1.0pp | 71.7%-7.7pp | 67.9%-3.9pp |
| Annual return | 11.95% | 21.63%-9.7pp | 591.07%-579.1pp | 28.85%-16.9pp |
| Employer contribution / active EE | $945 | $2,574-63.3% | $3,022-68.7% | $2,588-63.5% |
| Participant deferral / active EE | $1,085 | $3,436-68.4% | $4,438-75.6% | $4,289-74.7% |
| Admin fee / account holder | $25 | $1,057-97.6% | $5,614-99.6% | $1,587-98.4% |