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 INC4 years Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $11,665 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA 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.
Annual investment return 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 | $66,415 | $49,693+33.7% | $70,515-5.8% | $74,419-10.8% |
| Participation rate | 64.6% | 64.7%-0.1pp | 68.3%-3.8pp | 70.7%-6.1pp |
| Annual return | 13.08% | 21.22%-8.1pp | 32.77%-19.7pp | 34.38%-21.3pp |
| Employer contribution / active EE | $3,724 | $1,773+110.0% | $2,973+25.3% | $2,637+41.2% |
| Participant deferral / active EE | $4,408 | $3,376+30.6% | $4,567-3.5% | $4,528-2.6% |
| Admin fee / account holder | $35 | $316-88.9% | $6,412-99.5% | $348-89.9% |