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 |
|---|---|---|
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT OF ILLIANA INC. Service code 13 · EIN 83-3030706 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $500 |
LINCOLN NATIONAL CORPORATION8+ years Service code 64 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping Fees | $188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,538 | $65,061-22.3% | $143,757-64.8% | $66,914-24.5% |
| Participation rate | 35.1% | 65.2%-30.1pp | 80.3%-45.2pp | 69.8%-34.7pp |
| Annual return | -19.83% | -11.14%-8.7pp | -0.04%-19.8pp | 1.58%-21.4pp |
| Employer contribution / active EE | $434 | $2,361-81.6% | $4,951-91.2% | $2,544-83.0% |
| Participant deferral / active EE | $1,542 | $2,919-47.2% | $5,637-72.6% | $4,237-63.6% |
| Admin fee / account holder | $232 | $502-53.9% | $14,673-98.4% | $593-61.0% |