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 SERVICES2 years Filed as: ACG ADVISORY SERVICES INC Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $66,804 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, VA 80111 | Recordkeeping Fees | $10,885 |
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 | $100,433 | $72,607+38.3% | $90,749+10.7% | $66,914+50.1% |
| Participation rate | 93.5% | 73.7%+19.8pp | 75.7%+17.8pp | 69.8%+23.7pp |
| Annual return | -13.99% | -12.28%-1.7pp | -12.16%-1.8pp | 1.58%-15.6pp |
| Employer contribution / active EE | $3,445 | $2,369+45.4% | $2,921+17.9% | $2,544+35.4% |
| Participant deferral / active EE | $6,087 | $3,977+53.0% | $4,564+33.4% | $4,237+43.7% |
| Admin fee / account holder | $522 | $707-26.2% | $8,445-93.8% | $593-12.0% |