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 3-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 | $124,710 |
SAGEPOINT FINANCIAL INC2+ years Filed as: RESOURCE INVESTMENT ADVISORS Service code 17 · EIN 43-1451524 | Pension Consulting | $40,954 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,062 | $92,971-92.4% | $96,683-92.7% | $74,419-90.5% |
| Participation rate | 96.0% | 71.5%+24.5pp | 74.3%+21.7pp | 70.7%+25.3pp |
| Annual return | 30.55% | 37.49%-6.9pp | 35.69%-5.1pp | 34.38%-3.8pp |
| Employer contribution / active EE | $2,391 | $3,426-30.2% | $3,737-36.0% | $2,637-9.3% |
| Participant deferral / active EE | $5,099 | $3,970+28.4% | $4,878+4.5% | $4,528+12.6% |
| Admin fee / account holder | $115 | $633-81.8% | $6,730-98.3% | $348-66.8% |