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 TRUST5 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $39,172 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,961 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,789 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,484 | $91,407+89.8% | $135,903+27.7% | $71,457+142.8% |
| Participation rate | 96.1% | 75.7%+20.5pp | 81.9%+14.2pp | 67.9%+28.2pp |
| Annual return | 18.35% | 29.90%-11.5pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,617 | $3,703-29.3% | $4,856-46.1% | $2,588+1.1% |
| Participant deferral / active EE | $10,570 | $7,092+49.0% | $7,758+36.2% | $4,289+146.4% |
| Admin fee / account holder | $271 | $1,266-78.6% | $10,762-97.5% | $1,587-82.9% |