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 6-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,916 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $27,834 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $5,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,037 | $56,317+54.5% | $71,209+22.2% | $74,304+17.1% |
| Participation rate | 95.6% | 55.1%+40.5pp | 73.8%+21.9pp | 60.3%+35.3pp |
| Annual return | 18.28% | 42.83%-24.6pp | 282.51%-264.2pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,378 | $2,160+10.1% | $2,721-12.6% | $2,241+6.1% |
| Participant deferral / active EE | $5,879 | $2,788+110.9% | $4,175+40.8% | $3,767+56.0% |
| Admin fee / account holder | $368 | $2,290-83.9% | $5,349-93.1% | $2,969-87.6% |