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 15 · EIN 39-1816008 | Recordkeeping | $420 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,161 | $58,512-55.3% | $84,015-68.9% | $72,985-64.2% |
| Participation rate | 93.2% | 61.2%+32.0pp | 69.0%+24.2pp | 69.5%+23.8pp |
| Annual return | 14.16% | 28.93%-14.8pp | 71.31%-57.1pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,267 | $1,163+9.0% | $1,983-36.1% | $2,440-48.1% |
| Participant deferral / active EE | $1,257 | $2,394-47.5% | $3,239-61.2% | $3,607-65.2% |
| Admin fee / account holder | $7 | $4,569-99.9% | $6,101-99.9% | $5,124-99.9% |