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 LLC4 years Filed as: MAP RETIREMENT USA Service code 13 · EIN 45-4369278 | Contract Administrator | $6,900 |
ASCENSUS LLC3 years Filed as: MAP RETIREMENT USA LLC Service code 13 | Contract Administrator | $6,419 |
Filed as: EMPOWER ANNUITY INSURANCE OF AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $3,328 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,811 |
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 | $111,998 | $109,413+2.4% | $156,263-28.3% | $84,808+32.1% |
| Participation rate | 78.6% | 72.7%+5.9pp | 78.9%-0.3pp | 68.3%+10.3pp |
| Annual return | 6.92% | 20.18%-13.3pp | 59.47%-52.5pp | 40.90%-34.0pp |
| Employer contribution / active EE | $5,257 | $2,907+80.8% | $4,333+21.3% | $2,631+99.8% |
| Participant deferral / active EE | $3,539 | $4,590-22.9% | $6,158-42.5% | $4,212-16.0% |
| Admin fee / account holder | $128 | $9,357-98.6% | $14,255-99.1% | $7,344-98.3% |