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 |
|---|---|---|
ACG ADVISORY SERVICES3+ years Filed as: ACG ADVISORY SERVICES, INC. Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $44,164 |
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $40,722 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,697 | $71,666+18.2% | $117,854-28.1% | $69,631+21.6% |
| Participation rate | 73.7% | 77.5%-3.8pp | 79.7%-5.9pp | 70.7%+3.0pp |
| Annual return | 14.08% | 18.86%-4.8pp | 335.08%-321.0pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $1,154 | $1,889-38.9% | $3,786-69.5% | $2,032-43.2% |
| Participant deferral / active EE | $3,492 | $3,340+4.6% | $4,482-22.1% | $3,224+8.3% |
| Admin fee / account holder | $210 | $120+74.9% | $8,020-97.4% | $110+90.6% |