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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,895 |
SECURE ASSET MANAGEMENT2 years Service code 27 · EIN 14-1996228 | Advisory (Plan) | $12,817 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 | Contract Administrator | $11,468 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT Service code 13 · EIN 86-3678481 | Contract Administrator | $4,800 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
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 | $18,166 | $50,815-64.2% | $155,509-88.3% | $77,643-76.6% |
| Participation rate | 44.7% | 63.1%-18.4pp | 78.2%-33.5pp | 70.6%-25.9pp |
| Annual return | 9.32% | 34.80%-25.5pp | 64.67%-55.3pp | 31.24%-21.9pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $882 | $2,822-68.8% | $5,626-84.3% | $4,647-81.0% |
| Admin fee / account holder | $217 | $437-50.3% | $15,912-98.6% | $430-49.6% |