The Retirement Advantage Inc. (TRA) Revenue and Competitors

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Port Washington, WI USA



Total Funding



Estimated Revenue & Valuation

  • The Retirement Advantage Inc. (TRA)'s estimated annual revenue is currently $45.7M per year.(i)
  • The Retirement Advantage Inc. (TRA)'s estimated revenue per employee is $231,000

Employee Data

  • The Retirement Advantage Inc. (TRA) has 198 Employees.(i)
  • The Retirement Advantage Inc. (TRA) grew their employee count by 14% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation

As a national retirement services company, The Retirement Advantage (TRA) provides third party administration and fiduciary services to plan sponsors, financial advisors, wealth managers and businesses of all sizes. Our commitment to providing expert consultation, resources and exceptional customer service has positioned TRA as one of the largest, privately held third party administrators in the nation. We proudly serve more than 7,500 plan sponsors with more than $7 billion in retirement assets under our administration. You can count on us to deliver on time, on budget and with precise attention to detail. Our Vision: As an industry-leading retirement plan solutions provider, TRA will assist our plan advisors and plan sponsors in meeting their unique plan design goals, while building on our reputation for proactive plan consultation and exceptional customer service. Our Mission: It is the mission of TRA to assist in implementing and administering customized retirement plan solutions for small, privately held business owners and their employees that meet and exceed their retirement plan goals. Our friendly, knowledgeable and professional staff partners with best-in-class plan providers and plan advisors to ensure our plan sponsors receive the maximum benefit from our combined expertise, advanced resources and exceptional attention to detail.



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The Retirement Advantage Inc. (TRA) News

2022-03-22 - Researchers Uncover Different Way to Encourage Retirement ...

The Retirement Advantage, Inc., a national retirement services company, ... She comes to TRA most recently from Redfin Mortgage,...

2022-03-22 - Retirement Industry People Moves | PLANSPONSOR

TRA adds Director of Client Services. The Retirement Advantage, Inc., a national retirement services company, welcomes Mary Crothers, who will...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding