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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $6,747 |
Filed as: THE RETIRMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $5,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $47,567 | $65,061-26.9% | $143,757-66.9% | $66,914-28.9% |
| Participation rate | 27.4% | 65.2%-37.8pp | 80.3%-52.9pp | 69.8%-42.4pp |
| Annual return | -16.43% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $361 | $2,361-84.7% | $4,951-92.7% | $2,544-85.8% |
| Participant deferral / active EE | $1,739 | $2,919-40.4% | $5,637-69.2% | $4,237-59.0% |
| Admin fee / account holder | $195 | $502-61.1% | $14,673-98.7% | $593-67.1% |