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 TRUST3 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $56,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,881 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,023 | $92,224+63.8% | $105,223+43.5% | $79,634+89.6% |
| Participation rate | 94.6% | 69.2%+25.4pp | 75.0%+19.6pp | 62.5%+32.1pp |
| Annual return | 15.87% | 88.65%-72.8pp | 180.65%-164.8pp | 36.46%-20.6pp |
| Employer contribution / active EE | $3,919 | $3,965-1.2% | $3,689+6.3% | $2,529+55.0% |
| Participant deferral / active EE | $9,190 | $3,834+139.7% | $5,072+81.2% | $3,835+139.7% |
| Admin fee / account holder | $213 | $1,121-81.0% | $8,859-97.6% | $1,002-78.8% |