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 COMPANY9+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $134 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $170,534 | $56,423+202.2% | $77,163+121.0% | $71,457+138.7% |
| Participation rate | 87.1% | 64.3%+22.8pp | 69.6%+17.5pp | 67.9%+19.2pp |
| Annual return | 18.55% | 19.05%-0.5pp | 37.87%-19.3pp | 28.85%-10.3pp |
| Employer contribution / active EE | $5,694 | $1,866+205.2% | $2,535+124.6% | $2,588+120.1% |
| Participant deferral / active EE | $7,941 | $3,142+152.8% | $3,833+107.2% | $4,289+85.2% |
| Admin fee / account holder | $1 | $1,429-100.0% | $5,472-100.0% | $1,587-100.0% |