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 TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $27,882 |
Filed as: DEMBO JONE PC Service code 10 6116 EXECUTIVE BLVD STE 500 · N BETHESDA, MD 20852 | Accounting | $12,700 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,530 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $468 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,415 | $98,750+52.3% | $149,696+0.5% | $79,858+88.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.12% | 27.43%-9.3pp | 276.60%-258.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $4,806 | $3,216+49.4% | $4,644+3.5% | $2,471+94.5% |
| Participant deferral / active EE | $7,367 | $5,680+29.7% | $6,842+7.7% | $3,740+97.0% |
| Admin fee / account holder | $283 | $6,053-95.3% | $9,309-97.0% | $5,306-94.7% |