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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $90,701 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $3,922 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT OF ILLIANA, INC. Service code 15 · EIN 83-3030706 | Recordkeeping | $2,475 |
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 | $205,007 | $82,978+147.1% | $129,995+57.7% | $71,457+186.9% |
| Participation rate | 73.2% | 74.1%-0.8pp | 78.5%-5.3pp | 67.9%+5.3pp |
| Annual return | 19.11% | 20.60%-1.5pp | -137.18%+156.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $5,517 | $2,622+110.5% | $4,320+27.7% | $2,588+113.2% |
| Participant deferral / active EE | $13,208 | $4,432+198.0% | $5,820+126.9% | $4,289+208.0% |
| Admin fee / account holder | $868 | $1,729-49.8% | $10,614-91.8% | $1,587-45.3% |