See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $5,277 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,473 |
MORNINGSTAR8 years Service code 27 | Advisory (Plan) | $1,549 |
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 | $78,300 | $88,083-11.1% | $164,813-52.5% | $74,495+5.1% |
| Participation rate | 42.2% | 73.0%-30.8pp | 78.6%-36.4pp | 67.2%-25.0pp |
| Annual return | 11.80% | 17.26%-5.5pp | 69.93%-58.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,360 | $2,593-47.5% | $4,341-68.7% | $2,623-48.1% |
| Participant deferral / active EE | $3,128 | $4,498-30.5% | $6,031-48.1% | $4,346-28.0% |
| Admin fee / account holder | $50 | $2,234-97.8% | $12,690-99.6% | $1,942-97.4% |