See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W1680 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $25,300 |
GOLDSTEIN ADVISORS LLC1 year Service code 27 2501 PARMENTER ST · MIDDLETON, WI 53562 | Advisory (Plan) | $13,774 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $6,852 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,114 | $44,960+31.5% | $84,966-30.4% | $74,495-20.6% |
| Participation rate | 85.7% | 49.4%+36.4pp | 67.5%+18.2pp | 67.2%+18.5pp |
| Annual return | 13.79% | 26.24%-12.4pp | 66.38%-52.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,132 | $1,457+115.0% | $2,727+14.9% | $2,623+19.4% |
| Participant deferral / active EE | $4,495 | $2,731+64.6% | $4,519-0.5% | $4,346+3.4% |
| Admin fee / account holder | $160 | $2,209-92.8% | $6,149-97.4% | $1,942-91.8% |