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 5-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 INC5+ years Service code 49 | Other Services | $7,179 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 · EIN 39-1816008 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,101 | $102,382-15.9% | $147,005-41.4% | $80,874+6.5% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 17.39% | 134.89%-117.5pp | 418.76%-401.4pp | 35.62%-18.2pp |
| Employer contribution / active EE | $7,755 | $3,715+108.8% | $4,934+57.2% | $2,756+181.4% |
| Participant deferral / active EE | $16,557 | $6,646+149.1% | $8,070+105.2% | $4,297+285.3% |
| Admin fee / account holder | $179 | $7,942-97.7% | $13,006-98.6% | $6,935-97.4% |