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 27 1550 TIMOTHY ROAD, SUITE 102 · ATHENS, GA 30606 | Advisory (Plan) | $15,765 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,944 | $45,283-53.7% | $155,790-86.6% | $52,331-60.0% |
| Participation rate | 77.0% | 62.2%+14.8pp | 76.1%+0.9pp | 68.1%+8.9pp |
| Annual return | -0.01% | 1.80%-1.8pp | 71.54%-71.5pp | 4.54%-4.5pp |
| Employer contribution / active EE | $920 | $1,329-30.8% | $3,836-76.0% | $1,882-51.1% |
| Participant deferral / active EE | $2,151 | $2,854-24.6% | $4,797-55.2% | $3,022-28.8% |
| Admin fee / account holder | $93 | $981-90.6% | $7,478-98.8% | $592-84.3% |