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 |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,110 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSU CO. Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $3,161 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT OF ILLIANA, INC. Service code 13 · EIN 83-3030706 W1680 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $2,212 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $1,488 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT OF ILLIANA INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $813 |
MAP RETIREMENT, INC.5 years Filed as: MAP RETIREMENT Service code 13 | Contract Administrator | $313 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC Service code 99 | Other Fees | $298 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT OF ILLIANA, INC Service code 13 · EIN 83-3030706 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,873 | $65,061-64.8% | $143,757-84.1% | $66,914-65.8% |
| Participation rate | 72.3% | 65.2%+7.1pp | 80.3%-8.0pp | 69.8%+2.5pp |
| Annual return | -12.33% | -11.14%-1.2pp | -0.04%-12.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $503 | $2,361-78.7% | $4,951-89.8% | $2,544-80.2% |
| Participant deferral / active EE | $1,591 | $2,919-45.5% | $5,637-71.8% | $4,237-62.4% |
| Admin fee / account holder | $81 | $502-83.9% | $14,673-99.5% | $593-86.4% |