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: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $18,240 |
SAGEPOINT FINANCIAL INC1 year Service code 22 · EIN 20-1741754 | Insurance Broker | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,514 | $59,263+74.7% | $96,562+7.2% | $79,386+30.4% |
| Participation rate | 77.1% | 61.9%+15.2pp | 69.8%+7.3pp | 70.7%+6.4pp |
| Annual return | 16.80% | 27.07%-10.3pp | 37.78%-21.0pp | 116.85%-100.1pp |
| Employer contribution / active EE | $233 | $1,216-80.8% | $2,356-90.1% | $2,427-90.4% |
| Participant deferral / active EE | $3,773 | $2,948+28.0% | $3,849-2.0% | $4,046-6.7% |
| Admin fee / account holder | $168 | $658-74.6% | $6,181-97.3% | $626-73.3% |