See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,748 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,631 |
THE RETIREMENT ADVANTAGE INC2 years Service code 49 | Other Services | $9,093 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 49 · EIN 39-1816008 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,247 | $55,415+1.5% | $155,509-63.8% | $74,495-24.5% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 21.69% | 268.50%-246.8pp | 64.67%-43.0pp | 1364.94%-1343.3pp |
| Employer contribution / active EE | $6,131 | $2,267+170.4% | $4,672+31.2% | $2,623+133.7% |
| Participant deferral / active EE | $5,372 | $2,836+89.4% | $5,626-4.5% | $4,346+23.6% |
| Admin fee / account holder | $246 | $1,738-85.9% | $15,912-98.5% | $1,942-87.4% |