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 |
|---|---|---|
Service code 10 · EIN 77-0573994 | Accounting | $14,850 |
MINNESOTA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $9,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,573 | $99,957-33.4% | $149,696-55.5% | $73,488-9.4% |
| Participation rate | 29.2% | 75.7%-46.5pp | 82.5%-53.3pp | 70.7%-41.5pp |
| Annual return | 12.57% | 53.87%-41.3pp | 276.60%-264.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $2,076 | $3,191-35.0% | $4,644-55.3% | $2,270-8.6% |
| Participant deferral / active EE | $874 | $6,073-85.6% | $6,842-87.2% | $3,740-76.6% |
| Admin fee / account holder | $207 | $551-62.3% | $9,309-97.8% | $513-59.6% |