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 7-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 |
|---|---|---|
MAP RETIREMENT, INC.2+ years Filed as: MAP RETIREMENT INC. Service code 34 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Valuation (appraisals, etc.); Other s... | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 N/A · SPRINGFIELD, MA 01111 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,444 | $65,365-74.8% | $92,893-82.3% | $72,985-77.5% |
| Participation rate | 84.7% | 68.3%+16.4pp | 76.0%+8.7pp | 69.5%+15.2pp |
| Annual return | 241150.26% | 42.10%+241108.2pp | 109.41%+241040.8pp | 81.00%+241069.3pp |
| Employer contribution / active EE | $1,838 | $2,594-29.1% | $3,653-49.7% | $2,440-24.7% |
| Participant deferral / active EE | $32 | $3,128-99.0% | $4,236-99.3% | $3,607-99.1% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |