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 TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $42,809 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,586 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,478 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,581 | $102,317+85.3% | $146,958+29.0% | $80,856+134.5% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 13.81% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,628 | $3,713-29.2% | $4,933-46.7% | $2,755-4.6% |
| Participant deferral / active EE | $10,264 | $6,644+54.5% | $8,070+27.2% | $4,296+138.9% |
| Admin fee / account holder | $296 | $7,941-96.3% | $12,998-97.7% | $6,918-95.7% |