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: ABACUS BENEFIT CONSULTANTS, INC. Service code 13 · EIN 05-0460654 | Contract Administrator | $10,087 |
Service code 13 | Contract Administrator | $3,435 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT INC. Service code 13 | Contract Administrator | $3,280 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $3,216 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $0 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $0 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA Service code 13 · EIN 45-4369278 | Contract Administrator | $0 |
MAP RETIREMENT, INC.1 year Service code 13 · EIN 39-1884254 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,696 | $81,900+33.9% | $119,609-8.3% | $68,494+60.2% |
| Participation rate | 88.9% | 71.9%+17.0pp | 79.3%+9.6pp | 67.9%+21.0pp |
| Annual return | -9.16% | -23.82%+14.7pp | -14.97%+5.8pp | -7.84%-1.3pp |
| Employer contribution / active EE | $6,210 | $2,693+130.6% | $4,232+46.8% | $2,596+139.2% |
| Participant deferral / active EE | $4,294 | $4,148+3.5% | $5,602-23.4% | $4,027+6.6% |
| Admin fee / account holder | $25 | $6,582-99.6% | $10,323-99.8% | $5,403-99.5% |