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 TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $22,685 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,288 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $398 |
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 | $136,490 | $82,664+65.1% | $125,339+8.9% | $68,494+99.3% |
| Participation rate | 95.9% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+28.0pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,689 | $3,381-50.1% | $4,814-64.9% | $2,596-35.0% |
| Participant deferral / active EE | $9,144 | $6,110+49.6% | $7,446+22.8% | $4,027+127.1% |
| Admin fee / account holder | $228 | $6,275-96.4% | $10,010-97.7% | $5,403-95.8% |