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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 101 E. GRAND AVE. · PORT WASHINGTON, WI 53074 | Contract Administrator | $4,125 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 | Contract Administrator | $2,382 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,244 |
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 | $46,046 | $58,208-20.9% | $81,812-43.7% | $80,856-43.1% |
| Participation rate | 63.4% | 63.4%0pp | 72.3%-9.0pp | 67.6%-4.3pp |
| Annual return | 12.15% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,875 | $2,340-19.9% | $2,912-35.6% | $2,755-31.9% |
| Participant deferral / active EE | $3,960 | $3,281+20.7% | $4,319-8.3% | $4,296-7.8% |
| Admin fee / account holder | $2 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |