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 COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $60 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,227 | $37,117-15.9% | $147,614-78.8% | $55,191-43.4% |
| Participation rate | 86.2% | 63.6%+22.6pp | 84.6%+1.5pp | 69.2%+17.0pp |
| Annual return | -1.79% | 3.44%-5.2pp | 61.98%-63.8pp | 10.78%-12.6pp |
| Employer contribution / active EE | $4,795 | $1,620+195.9% | $5,564-13.8% | $1,899+152.5% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $6 | $86-93.1% | $11,611-99.9% | $91-93.5% |