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 |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE INC. Service code 13 | Contract Administrator | $1,631 |
THE RETIREMENT ADVANTAGE INC6 years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $1,610 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,120 | $83,427-43.5% | $115,756-59.3% | $68,494-31.2% |
| Participation rate | 55.7% | 71.9%-16.2pp | 77.1%-21.4pp | 67.9%-12.2pp |
| Annual return | -16.70% | -10.95%-5.7pp | 143.14%-159.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,583 | $3,075-48.5% | $3,793-58.3% | $2,596-39.0% |
| Participant deferral / active EE | $3,233 | $5,355-39.6% | $6,254-48.3% | $4,027-19.7% |
| Admin fee / account holder | $19 | $5,708-99.7% | $8,124-99.8% | $5,403-99.7% |