See peer percentile detail with Solo.
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 10-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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC4+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Recordkeeping | $10,760 |
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 | $39,493 | $48,576-18.7% | $169,463-76.7% | $56,287-29.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -3.06% | -2.51%-0.5pp | 1.83%-4.9pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,204 | $1,559+41.4% | $4,159-47.0% | $2,111+4.4% |
| Participant deferral / active EE | $2,189 | $3,275-33.1% | $5,277-58.5% | $3,350-34.6% |
| Admin fee / account holder | $176 | $435-59.6% | $9,109-98.1% | $521-66.3% |