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 INC5 years Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $15,050 |
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 | $76,123 | $55,416+37.4% | $75,972+0.2% | $77,643-2.0% |
| Participation rate | 58.8% | 63.6%-4.8pp | 69.1%-10.3pp | 70.6%-11.8pp |
| Annual return | 10.05% | 17.07%-7.0pp | 359.55%-349.5pp | 31.24%-21.2pp |
| Employer contribution / active EE | $3,701 | $1,788+107.0% | $2,685+37.8% | $2,726+35.8% |
| Participant deferral / active EE | $4,595 | $3,447+33.3% | $4,255+8.0% | $4,647-1.1% |
| Admin fee / account holder | $37 | $414-91.2% | $6,467-99.4% | $430-91.5% |