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 INC3 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $11,645 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,238 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $5,250 |
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 | $32,593 | $91,517-64.4% | $101,248-67.8% | $73,409-55.6% |
| Participation rate | 95.4% | 73.8%+21.6pp | 75.8%+19.6pp | 72.2%+23.2pp |
| Annual return | 25.31% | 17.17%+8.1pp | 46.47%-21.2pp | 59.29%-34.0pp |
| Employer contribution / active EE | $3,379 | $2,877+17.5% | $3,660-7.7% | $2,234+51.3% |
| Participant deferral / active EE | $5,967 | $3,338+78.7% | $4,370+36.5% | $3,805+56.8% |
| Admin fee / account holder | $36 | $216-83.6% | $5,945-99.4% | $158-77.5% |