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 TRUST7 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $43,929 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,278 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,037 | $100,923+111.1% | $150,045+42.0% | $74,304+186.7% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.3%+16.3pp | 60.3%+38.2pp |
| Annual return | 19.76% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $5,760 | $3,463+66.3% | $4,693+22.7% | $2,241+157.0% |
| Participant deferral / active EE | $9,477 | $6,709+41.2% | $7,997+18.5% | $3,767+151.5% |
| Admin fee / account holder | $284 | $2,767-89.7% | $13,435-97.9% | $2,969-90.4% |