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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,690 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,189 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 · EIN 39-1816008 | Contract Administrator | $4,256 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,634 | $58,208+23.1% | $81,812-12.4% | $80,856-11.4% |
| Participation rate | 76.9% | 63.4%+13.5pp | 72.3%+4.6pp | 67.6%+9.3pp |
| Annual return | 9.17% | 41.66%-32.5pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,952 | $2,340-16.6% | $2,912-33.0% | $2,755-29.2% |
| Participant deferral / active EE | $3,644 | $3,281+11.1% | $4,319-15.6% | $4,296-15.2% |
| Admin fee / account holder | $275 | $4,981-94.5% | $7,386-96.3% | $6,918-96.0% |