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 |
|---|---|---|
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA Service code 13 · EIN 45-4369278 | Contract Administrator | $6,940 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 | Contract Administrator | $6,651 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $2,995 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,069 |
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 | $136,869 | $88,083+55.4% | $164,813-17.0% | $74,495+83.7% |
| Participation rate | 80.2% | 73.0%+7.1pp | 78.6%+1.6pp | 67.2%+13.0pp |
| Annual return | 17.65% | 17.26%+0.4pp | 69.93%-52.3pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $4,206 | $2,593+62.2% | $4,341-3.1% | $2,623+60.4% |
| Participant deferral / active EE | $3,479 | $4,498-22.7% | $6,031-42.3% | $4,346-20.0% |
| Admin fee / account holder | $27 | $2,234-98.8% | $12,690-99.8% | $1,942-98.6% |