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: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 230 WEST MONROE STREET · CHICAGO, IL 60606 | Recordkeeping | $35,878 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $14,700 |
MAP RETIREMENT, INC.3 years Filed as: MAP RETIREMENT Service code 15 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Recordkeeping | $1,930 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,100 | $49,451-59.4% | $79,550-74.7% | $66,914-70.0% |
| Participation rate | 90.0% | 61.3%+28.7pp | 69.5%+20.5pp | 69.8%+20.2pp |
| Annual return | -18.33% | 84.25%-102.6pp | 0.16%-18.5pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,377 | $1,266+8.8% | $2,413-43.0% | $2,544-45.9% |
| Participant deferral / active EE | $2,750 | $3,159-12.9% | $3,985-31.0% | $4,237-35.1% |
| Admin fee / account holder | $200 | $595-66.3% | $6,832-97.1% | $593-66.2% |