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: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT Service code 14 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Plan Administrator | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 230 WEST MONROE STREET · CHICAGO, IL 60606 | Recordkeeping | $0 |
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 | $28,449 | $59,263-52.0% | $96,562-70.5% | $79,386-64.2% |
| Participation rate | 89.0% | 61.9%+27.1pp | 69.8%+19.1pp | 70.7%+18.3pp |
| Annual return | 14.83% | 27.07%-12.2pp | 37.78%-23.0pp | 116.85%-102.0pp |
| Employer contribution / active EE | $1,284 | $1,216+5.6% | $2,356-45.5% | $2,427-47.1% |
| Participant deferral / active EE | $2,570 | $2,948-12.8% | $3,849-33.2% | $4,046-36.5% |
| Admin fee / account holder | $284 | $658-56.8% | $6,181-95.4% | $626-54.6% |