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 | $18,413 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,977 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,831 | $101,499-48.9% | $147,005-64.7% | $74,546-30.5% |
| Participation rate | 95.8% | 75.5%+20.3pp | 82.2%+13.6pp | 67.2%+28.6pp |
| Annual return | 21.84% | 8732.34%-8710.5pp | 418.76%-396.9pp | 1366.03%-1344.2pp |
| Employer contribution / active EE | $1,664 | $3,811-56.3% | $4,934-66.3% | $2,624-36.6% |
| Participant deferral / active EE | $5,843 | $7,304-20.0% | $8,070-27.6% | $4,347+34.4% |
| Admin fee / account holder | $97 | $1,748-94.5% | $13,006-99.3% | $1,944-95.0% |