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 INC1+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 47 PARK PL STE 850 · APPLETON, WI 54914 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,289 | $39,798+86.7% | $67,711+9.7% | $59,632+24.6% |
| Participation rate | 17.3% | 57.4%-40.1pp | 67.5%-50.2pp | 68.7%-51.4pp |
| Annual return | 2.09% | 89.94%-87.8pp | 25.41%-23.3pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $459 | $1,393-67.1% | $2,559-82.1% | $2,203-79.2% |
| Participant deferral / active EE | $1,280 | $2,335-45.2% | $3,585-64.3% | $3,192-59.9% |
| Admin fee / account holder | $60 | $3,212-98.1% | $4,255-98.6% | $4,297-98.6% |