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 | $64,393 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,573 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,046 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $305,592 | $100,923+202.8% | $150,045+103.7% | $74,304+311.3% |
| Participation rate | 95.1% | 70.1%+25.0pp | 82.3%+12.8pp | 60.3%+34.8pp |
| Annual return | 12.12% | 51.77%-39.6pp | 62.55%-50.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $9,775 | $3,463+182.3% | $4,693+108.3% | $2,241+336.2% |
| Participant deferral / active EE | $10,300 | $6,709+53.5% | $7,997+28.8% | $3,767+173.4% |
| Admin fee / account holder | $445 | $2,767-83.9% | $13,435-96.7% | $2,969-85.0% |