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 9-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 COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $1,707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,769 | $66,302-6.8% | $110,238-44.0% | $56,287+9.7% |
| Participation rate | 58.7% | 74.9%-16.3pp | 79.8%-21.2pp | 69.9%-11.2pp |
| Annual return | -6.32% | -1.18%-5.1pp | 314.74%-321.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,325 | $2,047-35.3% | $3,826-65.4% | $2,111-37.3% |
| Participant deferral / active EE | $4,415 | $3,381+30.6% | $4,672-5.5% | $3,350+31.8% |
| Admin fee / account holder | $17 | $698-97.5% | $8,547-99.8% | $521-96.7% |