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MyPlanIQ Plan Investment Choice Ratings

PlanRatingIQ rates quality of investment choices provided in retirement plans such as IRA, 401K, 403B, 457, variable annuities, variable universal life and college savings 529 plans.


Unlike other services, PlanRatingIQ looks at it from the participant's viewpoint – what returns they could achieve with the plan. Returns is what investors/participants care about. Good returns are derived from minimizing the various fees charged and ensuring high quality investment choices.


Read PlanRatingIQ article for more details.




PlanRatingIQ Top 20 Plans


Plan Name TAA 5Yr Return SAA 5Yr Return Overall Rating
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN 12% 12% 100%
The JPMorgan Chase 401k Savings Plan 16% 11% 100%
WELLS FARGO and COMPANY 401K PLAN 12% 8% 100%
Cadence Design Systems 401K Plan 10% 7% 100%
City of Los Angeles Premiere Deferred Compensation Plan 8% 8% 100%
Major Asset Index Funds Plan 6% 5% 100%
Washington State Deferred Compensation Program 11% 8% 100%
Google Inc. 401(k) Savings Plan 11% 7% 100%
Ford Motor 401K 12% 14% 99%
University of Washington Retirement Plan Vanguard 11% 11% 99%
University of Washington Retirement Plan Fidelity 11% 11% 99%
Federal Employee Thrift Savings Plan 14% 13% 99%
MullinTBG Synopsys Deferred Compensation Plan 10% 6% 99%
John Hancock Retirement Plan Services 9% 7% 99%
Vanguard ETFs 8% 6% 99%
Synopsys 401(k) Plan 10% 7% 99%
Virginia 529 College Savings Plan 9% 7% 99%
The Online 401K Schwab CustomK 8% 6% 99%
Diversified Major Asset ETFs Goldman Sachs Global Tactical Asset Allocation 8% 6% 99%
THE AES CORPORATION RETIREMENT SAVINGS PLAN 9% 8% 99%

PlanRatingIQ Bottom 20 Plans


Plan Name TAA 5Yr Return SAA 5Yr Return Overall Rating
META PLATFORMS, INC 401(K) PLAN 8% 9% 0%
Coterra Energy 401K Plan 10% 6% 0%
Total Return Muni Bond Funds Plan 2% 2% 0%
Winn-Dixie Distribution Centers Stores Inc, 8% 8% 0%
Renovo Resources Employee 401K 10% 7% 0%
Tetra Pak 401K 4% 6% 0%
Houston Methodist 403B Plan 7% 10% 1%
Toolhouse 401K Fidelity 7% 7% 1%
CalSavers Retirement Plan 9% 63% 1%
Zebra Intelligence 401k Plan 5% 5% 1%
Guidline 401k General Plan 5% 5% 1%
MPIQ Ultra ST ETFs 3% 2% 1%
AbbVie Savings Plan (401K) 7% 8% 1%
rbbn 401k 20% 15% 1%
ARM 401(k) Plan 6% 5% 1%
Atlantic County Employee Deferred Compensation Plan 4% 7% 1%
New Jersey State Employees Deferred Compensation Plan 9% 10% 1%
Core ETFs 9% 6% 1%
Schwab Core 6% 5% 1%
WLY401K 7% 9% 1%

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