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 13 101 E. GRAND AVE. · PORT WASHINGTON, WI 53074 | Contract Administrator | $780 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $454 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,411 | $54,350-34.8% | $82,719-57.2% | $68,494-48.3% |
| Participation rate | 74.6% | 63.9%+10.7pp | 72.6%+2.1pp | 67.9%+6.7pp |
| Annual return | -17.05% | -13.67%-3.4pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,716 | $2,218-22.7% | $3,009-43.0% | $2,596-33.9% |
| Participant deferral / active EE | $3,528 | $3,246+8.7% | $4,395-19.7% | $4,027-12.4% |
| Admin fee / account holder | $9 | $4,395-99.8% | $5,329-99.8% | $5,403-99.8% |