See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $21,411 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,083 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,897 | $101,317-31.0% | $146,958-52.4% | $74,495-6.2% |
| Participation rate | 93.2% | 75.5%+17.6pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 17.26% | 8730.91%-8713.6pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,159 | $3,810-43.3% | $4,933-56.2% | $2,623-17.7% |
| Participant deferral / active EE | $5,467 | $7,303-25.1% | $8,070-32.2% | $4,346+25.8% |
| Admin fee / account holder | $111 | $1,739-93.6% | $12,998-99.1% | $1,942-94.3% |