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 AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $8,483 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,870 | $44,764+27.0% | $68,791-17.3% | $64,808-12.2% |
| Participation rate | 60.3% | 64.8%-4.5pp | 69.0%-8.8pp | 71.5%-11.2pp |
| Annual return | -13.63% | -10.91%-2.7pp | -6.38%-7.3pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,674 | $1,775-5.7% | $2,655-36.9% | $2,506-33.2% |
| Participant deferral / active EE | $4,276 | $3,238+32.0% | $3,941+8.5% | $4,310-0.8% |
| Admin fee / account holder | $35 | $151-76.9% | $4,932-99.3% | $188-81.4% |