See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ACG ADVISORY SERVICES2 years Filed as: ACG ADVISORY SERVICE INC. Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $44,579 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 120 VANTIS, STE. 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $16,494 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,112 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,359 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,766 | $101,317+76.4% | $146,958+21.6% | $74,495+140.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.40% | 8730.91%-8717.5pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,486 | $3,810+17.7% | $4,933-9.1% | $2,623+71.0% |
| Participant deferral / active EE | $10,156 | $7,303+39.1% | $8,070+25.8% | $4,346+133.7% |
| Admin fee / account holder | $477 | $1,739-72.6% | $12,998-96.3% | $1,942-75.4% |