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 | $331 |
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 | $65,976 | $60,165+9.7% | $74,183-11.1% | $55,167+19.6% |
| Participation rate | 88.6% | 74.2%+14.4pp | 76.6%+11.9pp | 69.0%+19.6pp |
| Annual return | 1.29% | 10.00%-8.7pp | 17.74%-16.4pp | 169.23%-167.9pp |
| Employer contribution / active EE | $862 | $1,600-46.1% | $2,370-63.6% | $1,963-56.1% |
| Participant deferral / active EE | $2,957 | $2,973-0.5% | $3,550-16.7% | $3,054-3.2% |
| Admin fee / account holder | $2 | $419-99.6% | $5,586-100.0% | $504-99.7% |