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 | $55,982 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,920 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,099 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,223 | $101,317+188.4% | $146,958+98.8% | $74,495+292.3% |
| Participation rate | 98.4% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.2pp |
| Annual return | 24.91% | 8730.91%-8706.0pp | 418.34%-393.4pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $9,712 | $3,810+154.9% | $4,933+96.9% | $2,623+270.3% |
| Participant deferral / active EE | $10,529 | $7,303+44.2% | $8,070+30.5% | $4,346+142.3% |
| Admin fee / account holder | $426 | $1,739-75.5% | $12,998-96.7% | $1,942-78.1% |