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 INC2 years Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $7,265 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,505 | $58,347+17.4% | $85,682-20.0% | $86,799-21.1% |
| Participation rate | 60.5% | 64.9%-4.4pp | 69.9%-9.4pp | 72.3%-11.8pp |
| Annual return | 12.17% | 18.43%-6.3pp | 21.49%-9.3pp | 97.91%-85.7pp |
| Employer contribution / active EE | $274 | $1,751-84.4% | $2,618-89.5% | $2,405-88.6% |
| Participant deferral / active EE | $3,893 | $3,065+27.0% | $3,923-0.8% | $4,131-5.8% |
| Admin fee / account holder | $33 | $147-77.6% | $6,873-99.5% | $170-80.6% |