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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 | $113,710 |
Service code 49 · EIN 41-0973005 | Other Services | $23,304 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $8,263 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 | Contract Administrator | $4,400 |
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 | $18,986 | $106,028-82.1% | $146,958-87.1% | $77,643-75.5% |
| Participation rate | 64.5% | 78.4%-13.9pp | 82.2%-17.7pp | 70.6%-6.1pp |
| Annual return | 17.80% | 56.73%-38.9pp | 418.34%-400.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $2,798 | $4,063-31.1% | $4,933-43.3% | $2,726+2.7% |
| Participant deferral / active EE | $1,952 | $7,990-75.6% | $8,070-75.8% | $4,647-58.0% |
| Admin fee / account holder | $190 | $337-43.7% | $12,998-98.5% | $430-55.9% |