Filed April 20, 2026
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 COMPANY10+ years Service code 12 · EIN 41-0417830 | Claims processing; Recordkeeping and ... | $26,259 |
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 | $56,942 | $129,021-55.9% | $184,203-69.1% | $77,643-26.7% |
| Participation rate | 96.0% | 87.3%+8.7pp | 86.8%+9.2pp | 70.6%+25.4pp |
| Annual return | 14.65% | 33.27%-18.6pp | 28.81%-14.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,278 | $7,297-41.4% | $9,131-53.2% | $4,647-8.0% |
| Admin fee / account holder | $40 | $254-84.3% | $13,901-99.7% | $430-90.7% |