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 COMPANY5+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $3,230 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,712 | $60,795+289.4% | $69,455+240.8% | $65,185+263.1% |
| Participation rate | 95.9% | 74.9%+21.0pp | 74.6%+21.2pp | 70.2%+25.7pp |
| Annual return | 23.19% | 17.46%+5.7pp | 28.97%-5.8pp | 29.38%-6.2pp |
| Employer contribution / active EE | $10,528 | $2,452+329.4% | $2,779+278.9% | $2,177+383.7% |
| Participant deferral / active EE | $10,628 | $3,162+236.1% | $3,535+200.6% | $3,514+202.5% |
| Admin fee / account holder | $15 | $314-95.2% | $3,839-99.6% | $847-98.2% |