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 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,595 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $9,189 |
MAP RETIREMENT, INC.3 years Filed as: MAP RETIREMENT OF ILLIANA INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $8,074 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 805 BROADWAY ST STE 600 · VANCOUVER, WA 98660 | Contract Administrator | $327 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,491 | $55,415-63.0% | $155,509-86.8% | $74,495-72.5% |
| Participation rate | 75.2% | 61.9%+13.3pp | 78.2%-3.0pp | 67.2%+8.0pp |
| Annual return | 10.71% | 268.50%-257.8pp | 64.67%-54.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $663 | $2,267-70.8% | $4,672-85.8% | $2,623-74.7% |
| Participant deferral / active EE | $2,155 | $2,836-24.0% | $5,626-61.7% | $4,346-50.4% |
| Admin fee / account holder | $174 | $1,738-90.0% | $15,912-98.9% | $1,942-91.1% |