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 | $41,269 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,858 | $101,317+27.2% | $146,958-12.3% | $74,495+73.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.78% | 8730.91%-8717.1pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,954 | $3,810-22.5% | $4,933-40.1% | $2,623+12.6% |
| Participant deferral / active EE | $6,955 | $7,303-4.8% | $8,070-13.8% | $4,346+60.0% |
| Admin fee / account holder | $184 | $1,739-89.4% | $12,998-98.6% | $1,942-90.5% |