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 5-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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $4,726 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,793 | $72,254-53.2% | $86,677-61.0% | $64,808-47.9% |
| Participation rate | 94.9% | 80.4%+14.5pp | 76.6%+18.3pp | 71.5%+23.4pp |
| Annual return | -17.17% | 392.42%-409.6pp | 35.91%-53.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $2,114 | $2,393-11.6% | $2,836-25.5% | $2,506-15.6% |
| Participant deferral / active EE | $4,226 | $4,658-9.3% | $4,656-9.2% | $4,310-2.0% |
| Admin fee / account holder | $16 | $174-91.0% | $7,493-99.8% | $188-91.7% |