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 | $49,915-68.3% | $154,803-89.8% | $74,304-78.7% |
| Participation rate | 73.6% | 54.0%+19.6pp | 78.1%-4.5pp | 60.3%+13.2pp |
| Annual return | 9.29% | 34.06%-24.8pp | 58.88%-49.6pp | 29.43%-20.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,849 | $2,255-18.0% | $5,540-66.6% | $3,767-50.9% |
| Admin fee / account holder | $63 | $2,189-97.1% | $14,329-99.6% | $2,969-97.9% |