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 8-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,684 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $26,964 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $23,725 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,833 | $66,601-77.7% | $92,893-84.0% | $67,579-78.1% |
| Participation rate | 98.2% | 72.5%+25.7pp | 76.0%+22.2pp | 71.3%+27.0pp |
| Annual return | 19.74% | 92.58%-72.8pp | 109.41%-89.7pp | 378.56%-358.8pp |
| Employer contribution / active EE | $2,061 | $2,775-25.7% | $3,653-43.6% | $2,148-4.0% |
| Participant deferral / active EE | $2,406 | $3,157-23.8% | $4,236-43.2% | $3,539-32.0% |
| Admin fee / account holder | $89 | $199-55.1% | $5,794-98.5% | $142-37.3% |