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 9-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 SERVICES7+ years Filed as: ACG ADVISORY SERVICES, INC. Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 231132427 | Advisory (Plan) | $47,911 |
ACTUARIAL BENEFITS CORP7+ years Filed as: ACTUARIAL CONSULTING GROUP, INC. Service code 11 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 231132427 | Actuarial | $14,588 |
MATRIX TRUST COMPANY7+ years Service code 12 2800 N. CENTRAL AVENUE · PHOENIX, AZ 85004 | Trustee (directed); Trustee (bank, tr... | $13,544 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 11.37% | 11.70%-0.3pp | 7.32%+4.0pp | 18.34%-7.0pp |
| Employer contribution / active EE | $3,030 | $9,106-66.7% | $23,426-87.1% | $14,665-79.3% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |