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 COMPANY2+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $33,232 |
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 | $104,546 | $85,635+22.1% | $123,892-15.6% | $63,975+63.4% |
| Participation rate | 86.3% | 74.9%+11.4pp | 81.4%+4.9pp | 71.1%+15.2pp |
| Annual return | 6.93% | 15.74%-8.8pp | 47.52%-40.6pp | 48.65%-41.7pp |
| Employer contribution / active EE | $2,647 | $3,076-14.0% | $4,617-42.7% | $2,182+21.3% |
| Participant deferral / active EE | $6,827 | $5,667+20.5% | $5,984+14.1% | $3,356+103.4% |
| Admin fee / account holder | $13 | $75-82.0% | $8,357-99.8% | $70-80.9% |