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 27 580 N BANK LN STE 101 · LAKE FOREST, IL 600455303 | Advisory (Plan) | $74,763 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,022 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT OF ILLIANA INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $16,501 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $5,103 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,044 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC Service code 99 W6180 AEROTECH DR · APPLETON, WI 54914 | Other Fees | $1,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,928 | $106,028-17.1% | $146,958-40.2% | $77,643+13.2% |
| Participation rate | 95.7% | 78.4%+17.4pp | 82.2%+13.6pp | 70.6%+25.1pp |
| Annual return | 16.82% | 56.73%-39.9pp | 418.34%-401.5pp | 31.24%-14.4pp |
| Employer contribution / active EE | $5,578 | $4,063+37.3% | $4,933+13.1% | $2,726+104.6% |
| Participant deferral / active EE | $11,370 | $7,990+42.3% | $8,070+40.9% | $4,647+144.7% |
| Admin fee / account holder | $356 | $337+5.6% | $12,998-97.3% | $430-17.2% |