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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 04-1590850 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,711 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT OF ILLIANA INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $9,385 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $6,389 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $1,625 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT INC Service code 99 | Other Fees | $814 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT OF ILLIANA, INC. Service code 99 · EIN 83-3030706 W1680 AEROTECH DRIVE · APPLETON, WI 54914 | Other Fees | $0 |
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 | $16,115 | $61,272-73.7% | $149,673-89.2% | $71,457-77.4% |
| Participation rate | 77.4% | 62.5%+14.9pp | 78.8%-1.4pp | 67.9%+9.5pp |
| Annual return | 10.43% | 35.85%-25.4pp | 134.42%-124.0pp | 28.85%-18.4pp |
| Employer contribution / active EE | $569 | $2,378-76.1% | $4,818-88.2% | $2,588-78.0% |
| Participant deferral / active EE | $1,982 | $2,917-32.1% | $5,680-65.1% | $4,289-53.8% |
| Admin fee / account holder | $123 | $1,261-90.3% | $13,210-99.1% | $1,587-92.3% |