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 SERVICES1 year Filed as: ACG ADVISORY SERVICES INC Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $60,222 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,091 | $79,428+48.7% | $106,548+10.8% | $79,386+48.8% |
| Participation rate | 77.3% | 74.1%+3.2pp | 76.1%+1.2pp | 70.7%+6.6pp |
| Annual return | 13.26% | 18.27%-5.0pp | 26.80%-13.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $1,874 | $2,234-16.1% | $2,819-33.5% | $2,427-22.8% |
| Participant deferral / active EE | $3,433 | $3,823-10.2% | $4,398-21.9% | $4,046-15.1% |
| Admin fee / account holder | $360 | $523-31.3% | $7,407-95.1% | $626-42.6% |