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: BELPOINTE ASSET MANAGEMENT, LLC Service code 99 · EIN 56-2641678 | Other Fees | $25,037 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $8,681 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $61,559 | $54,701+12.5% | $86,188-28.6% | $71,457-13.9% |
| Participation rate | 81.9% | 60.1%+21.8pp | 69.0%+13.0pp | 67.9%+14.0pp |
| Annual return | 20.13% | 20.06%+0.1pp | 1168.45%-1148.3pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,007 | $1,265-20.4% | $2,380-57.7% | $2,588-61.1% |
| Participant deferral / active EE | $3,904 | $3,108+25.6% | $3,985-2.0% | $4,289-9.0% |
| Admin fee / account holder | $26 | $1,922-98.6% | $6,852-99.6% | $1,587-98.4% |