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 | $43,804 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,992 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,186 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,862 | $203,209-2.6% | $159,436+24.1% | - |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.8%+17.2pp | - |
| Annual return | 14.48% | 10.23%+4.3pp | 263.57%-249.1pp | - |
| Employer contribution / active EE | $2,589 | $2,919-11.3% | $4,829-46.4% | - |
| Participant deferral / active EE | $9,922 | $5,954+66.7% | $7,352+35.0% | - |
| Admin fee / account holder | $290 | $10,627-97.3% | $10,799-97.3% | - |