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 10-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 SERVICES3 years Filed as: ACG ADVISORY SERVICES, INC. Service code 27 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $10,733 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $10,460 |
ACTUARIAL BENEFITS CORP3 years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $9,847 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,535 |
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 | $33,746 | $91,407-63.1% | $135,903-75.2% | $71,457-52.8% |
| Participation rate | 69.8% | 75.7%-5.9pp | 81.9%-12.1pp | 67.9%+1.8pp |
| Annual return | 23.56% | 29.90%-6.3pp | 68.23%-44.7pp | 28.85%-5.3pp |
| Employer contribution / active EE | $1,994 | $3,703-46.2% | $4,856-58.9% | $2,588-22.9% |
| Participant deferral / active EE | $3,817 | $7,092-46.2% | $7,758-50.8% | $4,289-11.0% |
| Admin fee / account holder | $203 | $1,266-83.9% | $10,762-98.1% | $1,587-87.2% |