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 |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $2,525 |
Filed as: EMPOWER INSURANCE COMPANY OF AMER Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $1,640 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 04-1590850 | Advisory (Plan) | $641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,175 | $64,871-72.0% | $129,110-85.9% | $66,914-72.8% |
| Participation rate | 82.1% | 74.0%+8.2pp | 77.3%+4.9pp | 69.8%+12.3pp |
| Annual return | -17.00% | -12.21%-4.8pp | -10.94%-6.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,168 | $3,741-42.0% | $5,052-57.1% | $2,544-14.8% |
| Participant deferral / active EE | $3,383 | $5,090-33.5% | $6,542-48.3% | $4,237-20.2% |
| Admin fee / account holder | $120 | $629-81.0% | $14,302-99.2% | $593-79.9% |