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 27 · EIN 43-1451524 | Advisory (Plan) | $38,046 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 16 · EIN 39-1816008 | Consulting | $13,466 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$24,123 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,083 | $106,110+148.9% | $147,005+79.6% | $77,671+240.0% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 13.07% | 56.77%-43.7pp | 418.76%-405.7pp | 31.21%-18.1pp |
| Employer contribution / active EE | $26,416 | $4,065+549.9% | $4,934+435.4% | $2,726+868.9% |
| Participant deferral / active EE | $8,943 | $7,992+11.9% | $8,070+10.8% | $4,648+92.4% |
| Admin fee / account holder | $76 | $338-77.4% | $13,006-99.4% | $430-82.3% |