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 |
|---|---|---|
ACEC RETIREMENT TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $20,305 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $874 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $292 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,319 | $98,750+48.2% | $149,696-2.3% | $79,858+83.2% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.5%+12.8pp | 69.6%+25.7pp |
| Annual return | 15.49% | 27.43%-11.9pp | 276.60%-261.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,938 | $3,216-39.8% | $4,644-58.3% | $2,471-21.6% |
| Participant deferral / active EE | $9,417 | $5,680+65.8% | $6,842+37.6% | $3,740+151.8% |
| Admin fee / account holder | $204 | $6,053-96.6% | $9,309-97.8% | $5,306-96.2% |