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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,150 |
ANNEX WEALTH MANAGEMENT LLC4 years Service code 27 12700 W BLUEMOUND RD STE 200 · ELM GROVE, WI 53122 | Advisory (Plan) | $19,247 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT INC Service code 13 | Contract Administrator | $7,698 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT, INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 51914 | Contract Administrator | $2,282 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,846 | $78,781-55.8% | $100,516-65.3% | $73,409-52.5% |
| Participation rate | 90.3% | 80.0%+10.2pp | 79.4%+10.9pp | 72.2%+18.1pp |
| Annual return | 20.99% | 31.69%-10.7pp | 30.89%-9.9pp | 59.29%-38.3pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,229 | $6,537-35.3% | $6,270-32.5% | $3,805+11.1% |
| Admin fee / account holder | $268 | $145+84.3% | $8,081-96.7% | $158+69.6% |