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 SERVICES8+ years Filed as: ACG ADVISORY SERVICES, INC. Service code 26 1640 HUGUENOT RD · MIDLOTHIAN, VA 23113 | Advisory (Participants) | $27,742 |
NEWPORT GROUP, INC.7+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Sub-transfer agen... | $6,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,073 | $65,435+59.0% | $86,677+20.1% | $66,914+55.5% |
| Participation rate | 69.5% | 75.5%-6.0pp | 76.6%-7.1pp | 69.8%-0.3pp |
| Annual return | -14.50% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,858 | $2,153-13.7% | $2,836-34.5% | $2,544-27.0% |
| Participant deferral / active EE | $5,451 | $4,100+32.9% | $4,656+17.1% | $4,237+28.7% |
| Admin fee / account holder | $146 | $642-77.2% | $7,493-98.0% | $593-75.4% |