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 26 | Advisory (Participants) | $17,478 |
MAP RETIREMENT, INC.3 years Service code 15 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Recordkeeping | $717 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,754 | $46,292-57.3% | $143,757-86.3% | $64,808-69.5% |
| Participation rate | 78.2% | 64.2%+14.0pp | 80.3%-2.1pp | 71.5%+6.8pp |
| Annual return | -17.85% | -10.05%-7.8pp | -0.04%-17.8pp | 32.82%-50.7pp |
| Employer contribution / active EE | $399 | $1,910-79.1% | $4,951-92.0% | $2,506-84.1% |
| Participant deferral / active EE | $2,143 | $2,646-19.0% | $5,637-62.0% | $4,310-50.3% |
| Admin fee / account holder | $164 | $154+6.8% | $14,673-98.9% | $188-12.6% |