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 TRUST7 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $107,153 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,716 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,406 | $119,446+34.3% | $150,045+6.9% | $85,563+87.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 18.76% | 23.72%-5.0pp | 62.55%-43.8pp | 31.51%-12.8pp |
| Employer contribution / active EE | $2,812 | $4,078-31.1% | $4,693-40.1% | $2,654+6.0% |
| Participant deferral / active EE | $9,880 | $7,985+23.7% | $7,997+23.5% | $4,375+125.8% |
| Admin fee / account holder | $210 | $548-61.7% | $13,435-98.4% | $834-74.8% |