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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $79,175 |
Service code 49 · EIN 41-0973005 | Other Services | $15,086 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $3,689 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 | Contract Administrator | $2,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,752 | $95,274-78.2% | $135,903-84.7% | $74,419-72.1% |
| Participation rate | 43.0% | 78.2%-35.2pp | 81.9%-38.9pp | 70.7%-27.8pp |
| Annual return | 26.60% | 32.77%-6.2pp | 68.23%-41.6pp | 34.38%-7.8pp |
| Employer contribution / active EE | $2,206 | $3,874-43.1% | $4,856-54.6% | $2,637-16.4% |
| Participant deferral / active EE | $1,522 | $7,782-80.4% | $7,758-80.4% | $4,528-66.4% |
| Admin fee / account holder | $203 | $266-23.9% | $10,762-98.1% | $348-41.8% |