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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,316 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $780 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,025 | $45,035-46.7% | $62,995-61.9% | $70,131-65.7% |
| Participation rate | 86.8% | 69.5%+17.3pp | 74.8%+12.0pp | 69.5%+17.3pp |
| Annual return | 13.37% | 18.76%-5.4pp | 87.57%-74.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,486 | $2,051-27.5% | $2,759-46.1% | $2,342-36.5% |
| Participant deferral / active EE | $1,253 | $2,465-49.1% | $3,329-62.4% | $3,332-62.4% |
| Admin fee / account holder | $78 | $2,834-97.3% | $3,600-97.8% | $4,645-98.3% |