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 Service code 15 · EIN 58-2380163 229 FURY'S FERRY ROAD · AUGUSTA, GA 30907 | Recordkeeping | $15,655 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $5,006 |
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 | $15,906 | $36,916-56.9% | $156,549-89.8% | $57,658-72.4% |
| Participation rate | 99.8% | 63.4%+36.3pp | 84.0%+15.8pp | 70.2%+29.5pp |
| Annual return | 8.57% | 12.38%-3.8pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,561 | $1,571-0.6% | $5,501-71.6% | $1,974-20.9% |
| Participant deferral / active EE | $1,391 | $1,926-27.7% | $4,871-71.4% | $3,061-54.5% |
| Admin fee / account holder | $30 | $82-63.1% | $13,027-99.8% | $95-67.8% |