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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.2+ years Filed as: RETIREMENT STRATEGIES INC. Service code 15 229 FURY'S FERRY ROAD · AUGUSTA, GA 30907 | Recordkeeping | $22,114 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,340 | $46,732+31.3% | $156,549-60.8% | $55,167+11.2% |
| Participation rate | 77.2% | 65.8%+11.4pp | 84.0%-6.8pp | 69.0%+8.2pp |
| Annual return | 5.87% | 17.72%-11.8pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,078 | $2,105-48.8% | $5,501-80.4% | $1,963-45.1% |
| Participant deferral / active EE | $1,911 | $2,204-13.3% | $4,871-60.8% | $3,054-37.4% |
| Admin fee / account holder | $210 | $418-49.8% | $13,027-98.4% | $504-58.3% |