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 | $25,258 |
Filed as: CORNERSTONE FINACIAL GROUP Service code 27 · EIN 92-1205880 | Advisory (Plan) | $17,370 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,063 |
MAP RETIREMENT, INC.4 years Filed as: MAP RETIREMENT Service code 15 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Recordkeeping | $4,251 |
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 | $20,308 | $54,701-62.9% | $86,188-76.4% | $71,457-71.6% |
| Participation rate | 91.4% | 60.1%+31.3pp | 69.0%+22.5pp | 67.9%+23.5pp |
| Annual return | 19.57% | 20.06%-0.5pp | 1168.45%-1148.9pp | 28.85%-9.3pp |
| Employer contribution / active EE | $1,491 | $1,265+17.9% | $2,380-37.3% | $2,588-42.4% |
| Participant deferral / active EE | $2,893 | $3,108-6.9% | $3,985-27.4% | $4,289-32.5% |
| Admin fee / account holder | $210 | $1,922-89.1% | $6,852-96.9% | $1,587-86.7% |