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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Recordkeeping | $19,600 |
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 | $15,846 | $45,343-65.1% | $150,298-89.5% | $67,986-76.7% |
| Participation rate | 73.6% | 51.9%+21.7pp | 77.8%-4.2pp | 57.2%+16.3pp |
| Annual return | 9.29% | 33.28%-24.0pp | 62.79%-53.5pp | 31.67%-22.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,849 | $2,055-10.0% | $5,453-66.1% | $3,358-44.9% |
| Admin fee / account holder | $63 | $2,250-97.2% | $14,116-99.6% | $3,203-98.0% |