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 SERVICES3 years Filed as: ACG ADVISORY SERVICES INC Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $61,477 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, VA 80111 | Recordkeeping Fees | $10,091 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,884 | $71,516+50.9% | $98,439+9.6% | $71,457+51.0% |
| Participation rate | 94.8% | 72.7%+22.1pp | 75.2%+19.7pp | 67.9%+26.9pp |
| Annual return | 12.58% | 32.41%-19.8pp | 21.16%-8.6pp | 28.85%-16.3pp |
| Employer contribution / active EE | $2,450 | $2,399+2.1% | $3,048-19.6% | $2,588-5.3% |
| Participant deferral / active EE | $4,344 | $4,109+5.7% | $4,738-8.3% | $4,289+1.3% |
| Admin fee / account holder | $499 | $1,675-70.2% | $8,948-94.4% | $1,587-68.6% |