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 |
|---|---|---|
INVISTA ADVISORS5 years Service code 27 · EIN 63-1204395 350 LEAVELL · MONTGOMERY, AL 36117 | Advisory (Plan) | $33,346 |
NATIONWIDE8 years Service code 15 · EIN 31-4156830 | Recordkeeping | $19,366 |
Service code 14 · EIN 47-3852281 302 E MAIN STREET · ALBERTVILLE, AL 35950 | Plan Administrator | $12,800 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 14 · EIN 39-1816008 600 S NICOLET RD · APPLETON, WI 54914 | Plan Administrator | $2,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,529 | $84,556-52.1% | $116,228-65.1% | $74,304-45.5% |
| Participation rate | 43.8% | 66.0%-22.3pp | 74.6%-30.8pp | 60.3%-16.6pp |
| Annual return | 17.74% | 18.35%-0.6pp | 90.06%-72.3pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,028 | $2,168-52.6% | $2,994-65.7% | $2,241-54.1% |
| Participant deferral / active EE | $1,470 | $3,814-61.5% | $4,953-70.3% | $3,767-61.0% |
| Admin fee / account holder | $285 | $3,792-92.5% | $11,989-97.6% | $2,969-90.4% |