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 INC1+ years Filed as: THE RETRIEMENT ADVANTAGE Service code 15 · EIN 39-1816008 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,167 | $46,732-76.1% | $156,549-92.9% | $55,167-79.8% |
| Participation rate | 54.4% | 65.8%-11.4pp | 84.0%-29.6pp | 69.0%-14.6pp |
| Annual return | 6.70% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $488 | $2,105-76.8% | $5,501-91.1% | $1,963-75.1% |
| Participant deferral / active EE | $859 | $2,204-61.0% | $4,871-82.4% | $3,054-71.9% |
| Admin fee / account holder | $18 | $418-95.7% | $13,027-99.9% | $504-96.4% |