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 | $276,935 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $80,252 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,543 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,700 | $145,877+8.8% | $150,045+5.8% | $102,872+54.3% |
| Participation rate | 95.3% | 79.8%+15.4pp | 82.3%+12.9pp | 73.0%+22.2pp |
| Annual return | 18.03% | 21.37%-3.3pp | 62.55%-44.5pp | 19.06%-1.0pp |
| Employer contribution / active EE | $5,845 | $4,710+24.1% | $4,693+24.5% | $3,526+65.8% |
| Participant deferral / active EE | $10,949 | $9,491+15.4% | $7,997+36.9% | $5,535+97.8% |
| Admin fee / account holder | $212 | $176+20.2% | $13,435-98.4% | $292-27.6% |