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 10-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 |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $6,973 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURA Service code 15 · EIN 36-6071399 | Recordkeeping | $4,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,408 | $46,732+232.6% | $156,549-0.7% | $55,167+181.7% |
| Participation rate | 52.3% | 65.8%-13.5pp | 84.0%-31.7pp | 69.0%-16.7pp |
| Annual return | 6.18% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $4,651 | $2,105+121.0% | $5,501-15.4% | $1,963+137.0% |
| Participant deferral / active EE | $5,819 | $2,204+164.0% | $4,871+19.5% | $3,054+90.5% |
| Admin fee / account holder | $105 | $418-74.9% | $13,027-99.2% | $504-79.2% |