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 |
|---|---|---|
Service code 15 · EIN 84-0467907 N/A · SPRINGFIELD, MA 01111 | Recordkeeping | $22,636 |
OTHER2 years Service code 27 · EIN 61-1732930 | Advisory (Plan) | $1,300 |
MAP RETIREMENT, INC.4+ years Filed as: MAP RETIREMENT INC. Service code 34 · EIN 83-3030706 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Participant loan processing; Valuatio... | $0 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST CO Service code 25 · EIN 58-1428634 | Directed Trustee | $0 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SVS. Service code 15 · EIN 51-0120742 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,072 | $78,672-71.9% | $109,143-79.8% | $85,850-74.3% |
| Participation rate | 80.9% | 68.3%+12.6pp | 75.9%+5.0pp | 69.3%+11.6pp |
| Annual return | 11.63% | 25.09%-13.5pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $4,260 | $2,735+55.8% | $3,722+14.4% | $2,565+66.1% |
| Participant deferral / active EE | $117 | $3,467-96.6% | $4,653-97.5% | $3,952-97.0% |
| Admin fee / account holder | $143 | $5,469-97.4% | $6,752-97.9% | $6,260-97.7% |