Filed December 14, 2018
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 |
|---|---|---|
Service code 49 · EIN 63-0879387 | Other Services | $46,652 |
THE RETIREMENT ADVANTAGE INC3 years Service code 49 · EIN 39-1816008 | Other Services | $22,402 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,071 | $47,126+123.0% | $149,673-29.8% | $74,419+41.2% |
| Participation rate | 67.8% | 63.4%+4.4pp | 78.8%-10.9pp | 70.7%-2.9pp |
| Annual return | 13.99% | 22.75%-8.8pp | 134.42%-120.4pp | 34.38%-20.4pp |
| Employer contribution / active EE | $2,782 | $1,905+46.0% | $4,818-42.3% | $2,637+5.5% |
| Participant deferral / active EE | $4,478 | $2,728+64.1% | $5,680-21.2% | $4,528-1.1% |
| Admin fee / account holder | $26 | $343-92.5% | $13,210-99.8% | $348-92.6% |