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 9-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 |
|---|---|---|
ARBOR PRIVATE WEALTH3 years Service code 27 · EIN 87-2908526 | Advisory (Plan) | $42,542 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,528 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT INC. Service code 37 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Loan Processing | $3,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,215 | $106,110-28.2% | $147,005-48.2% | $77,671-1.9% |
| Participation rate | 63.8% | 78.4%-14.6pp | 82.2%-18.4pp | 70.6%-6.8pp |
| Annual return | 17.91% | 56.77%-38.9pp | 418.76%-400.9pp | 31.21%-13.3pp |
| Employer contribution / active EE | $2,667 | $4,065-34.4% | $4,934-45.9% | $2,726-2.2% |
| Participant deferral / active EE | $9,347 | $7,992+17.0% | $8,070+15.8% | $4,648+101.1% |
| Admin fee / account holder | $193 | $338-42.9% | $13,006-98.5% | $430-55.2% |