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 TRUST5 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $72,442 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,616 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,641 | $95,274+45.5% | $135,903+2.0% | $74,419+86.3% |
| Participation rate | 72.7% | 78.2%-5.4pp | 81.9%-9.2pp | 70.7%+2.0pp |
| Annual return | 18.08% | 32.77%-14.7pp | 68.23%-50.1pp | 34.38%-16.3pp |
| Employer contribution / active EE | $3,427 | $3,874-11.6% | $4,856-29.4% | $2,637+29.9% |
| Participant deferral / active EE | $5,829 | $7,782-25.1% | $7,758-24.9% | $4,528+28.7% |
| Admin fee / account holder | $206 | $266-22.7% | $10,762-98.1% | $348-40.8% |