See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
NORWOOD ECONOMICS, INC.1 year Filed as: NORWOOD ECONOMICS INC Service code 27 14074 TRADE CENTER DR · FISHERS, IN 46038 | Advisory (Plan) | $2,481 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,358 |
THE RETIREMENT ADVANTAGE INC6 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 | Contract Administrator | $443 |
THE RETIREMENT ADVANTAGE INC8+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $0 |
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 | $41,473 | $45,863-9.6% | $77,024-46.2% | $68,494-39.5% |
| Participation rate | 51.0% | 55.9%-4.9pp | 67.9%-16.9pp | 67.9%-16.9pp |
| Annual return | -14.17% | 1.72%-15.9pp | 42.32%-56.5pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,980 | $1,650+20.0% | $2,812-29.6% | $2,596-23.8% |
| Participant deferral / active EE | $4,402 | $2,962+48.6% | $4,426-0.6% | $4,027+9.3% |
| Admin fee / account holder | $213 | $3,041-93.0% | $5,425-96.1% | $5,403-96.1% |