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 SERVICES4+ years Filed as: ACG ADVISORY SERVICES, INC. Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $49,376 |
NEWPORT GROUP, INC.3+ years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Recordkeepi... | $43,104 |
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 | $75,643 | $62,267+21.5% | $110,238-31.4% | $55,725+35.7% |
| Participation rate | 73.6% | 78.1%-4.6pp | 79.8%-6.3pp | 70.9%+2.7pp |
| Annual return | -4.52% | -1.07%-3.4pp | 314.74%-319.3pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,180 | $1,941-39.2% | $3,826-69.2% | $2,078-43.2% |
| Participant deferral / active EE | $4,040 | $3,516+14.9% | $4,672-13.5% | $3,356+20.4% |
| Admin fee / account holder | $229 | $121+89.5% | $8,547-97.3% | $115+99.0% |