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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC4+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 47 PARK PLACE STE 850 · APPLETON, WI 549148233 | Contract Administrator | $2,320 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MGMT COMPANY Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,984 | $50,666-7.3% | $76,817-38.8% | $65,185-27.9% |
| Participation rate | 58.9% | 68.8%-9.9pp | 72.1%-13.2pp | 70.2%-11.3pp |
| Annual return | 3.22% | 28.51%-25.3pp | 1166.11%-1162.9pp | 29.38%-26.2pp |
| Employer contribution / active EE | $1,088 | $1,575-30.9% | $2,302-52.7% | $2,177-50.0% |
| Participant deferral / active EE | $1,912 | $2,647-27.8% | $3,336-42.7% | $3,514-45.6% |
| Admin fee / account holder | $52 | $463-88.7% | $6,420-99.2% | $847-93.8% |