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 6-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 13 · EIN 42-0127290 | Contract Administrator | $50,713 |
Service code 27 · EIN 83-2371666 | Advisory (Plan) | $28,359 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $12,549 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 | Legal | $10,506 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,427 | $45,031-65.7% | $85,009-81.9% | $77,671-80.1% |
| Participation rate | 91.0% | 48.7%+42.3pp | 67.5%+23.5pp | 70.6%+20.4pp |
| Annual return | 13.32% | 79.22%-65.9pp | 66.47%-53.1pp | 31.21%-17.9pp |
| Employer contribution / active EE | $9,429 | $1,609+485.9% | $2,728+245.6% | $2,726+245.8% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,522-100.0% | $4,648-100.0% |
| Admin fee / account holder | $189 | $912-79.2% | $6,153-96.9% | $430-56.0% |