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 | $38,180 |
JOHNSON BANK5 years Service code 21 · EIN 39-1141446 | Bank Trustee | $37,493 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT Service code 13 · EIN 86-3678481 | Contract Administrator | $21,625 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,810 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $10,070 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,899 | $80,724+137.7% | $103,333+85.7% | $74,495+157.6% |
| Participation rate | 93.1% | 65.7%+27.5pp | 74.5%+18.6pp | 67.2%+25.9pp |
| Annual return | 21.79% | 27.56%-5.8pp | 24.88%-3.1pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $22,340 | $3,157+607.6% | $3,868+477.6% | $2,623+751.7% |
| Participant deferral / active EE | $7,198 | $3,860+86.5% | $5,057+42.3% | $4,346+65.6% |
| Admin fee / account holder | $667 | $2,368-71.8% | $8,355-92.0% | $1,942-65.7% |