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) | $21,611 |
MAP RETIREMENT, INC.5 years Service code 15 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Recordkeeping | $1,410 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,980 | $50,815-50.8% | $155,509-83.9% | $77,643-67.8% |
| Participation rate | 80.2% | 63.1%+17.1pp | 78.2%+2.0pp | 70.6%+9.7pp |
| Annual return | 12.84% | 34.80%-22.0pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $531 | $1,993-73.4% | $4,672-88.6% | $2,726-80.5% |
| Participant deferral / active EE | $2,484 | $2,822-12.0% | $5,626-55.9% | $4,647-46.6% |
| Admin fee / account holder | $186 | $437-57.4% | $15,912-98.8% | $430-56.7% |