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 SERVICES4 years Filed as: ACG ADVISORY SERVICES INC Service code 27 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $34,482 |
NFP RETIREMENT INC1 year Service code 13 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Contract Administrator | $31,867 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, VA 80111 | Recordkeeping Fees | $11,856 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,260 |
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.
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 | $112,578 | $78,485+43.4% | $106,213+6.0% | $74,495+51.1% |
| Participation rate | 90.8% | 72.8%+18.0pp | 75.3%+15.6pp | 67.2%+23.6pp |
| Annual return | 10.04% | 15.95%-5.9pp | 116.14%-106.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $2,584 | $2,523+2.4% | $3,171-18.5% | $2,623-1.5% |
| Participant deferral / active EE | $4,741 | $4,322+9.7% | $5,016-5.5% | $4,346+9.1% |
| Admin fee / account holder | $539 | $2,232-75.9% | $11,033-95.1% | $1,942-72.3% |