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 |
|---|---|---|
THE FIDUCIARY GROUP7 years Service code 26 P.O. BOX 13688 · SAVANNAH, GA 31416 | Advisory (Participants) | $44,295 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $28,018 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,878 | $78,485+46.4% | $106,213+8.2% | $74,495+54.2% |
| Participation rate | 90.1% | 72.8%+17.3pp | 75.3%+14.8pp | 67.2%+22.9pp |
| Annual return | 13.77% | 15.95%-2.2pp | 116.14%-102.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $5,995 | $2,523+137.6% | $3,171+89.0% | $2,623+128.5% |
| Participant deferral / active EE | $5,974 | $4,322+38.2% | $5,016+19.1% | $4,346+37.5% |
| Admin fee / account holder | $421 | $2,232-81.2% | $11,033-96.2% | $1,942-78.3% |