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: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,764 |
MAP RETIREMENT, INC.4 years Filed as: MAP RETIREMENT INC Service code 13 · EIN 93-1253576 W6180 AEROTECH DRIVE · APPLETON, WI 549147503 | Contract Administrator | $10,213 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 23 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Sales loads (front end and deferred);... | $3,870 |
MAP RETIREMENT, INC.4 years Filed as: MAP RETIRMENT INC Service code 12 | Custodial (other than securities); Cl... | $2,948 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,692 | $55,472-73.5% | $155,567-90.6% | $74,546-80.3% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 12.80% | 268.72%-255.9pp | 64.74%-51.9pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,397 | $2,269-38.4% | $4,674-70.1% | $2,624-46.8% |
| Participant deferral / active EE | $2,225 | $2,838-21.6% | $5,628-60.5% | $4,347-48.8% |
| Admin fee / account holder | $68 | $1,743-96.1% | $15,916-99.6% | $1,944-96.5% |