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 INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $4,013 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,360 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,366 | $71,142-23.6% | $119,609-54.5% | $64,808-16.1% |
| Participation rate | 51.1% | 78.6%-27.5pp | 79.3%-28.1pp | 71.5%-20.4pp |
| Annual return | -13.04% | -10.01%-3.0pp | -14.97%+1.9pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,141 | $2,497-54.3% | $4,232-73.0% | $2,506-54.5% |
| Participant deferral / active EE | $2,820 | $4,490-37.2% | $5,602-49.7% | $4,310-34.6% |
| Admin fee / account holder | $64 | $162-60.3% | $10,323-99.4% | $188-65.7% |