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 | $27,887 |
Filed as: DEMBO JONES PC Service code 10 6116 EXECUTIVE BLVD STE 500 · N BETHESDA, MD 20852 | Accounting | $14,400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,648 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,834 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,538 | $93,571+50.2% | $135,903+3.4% | $75,163+87.0% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 17.32% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $7,441 | $3,537+110.4% | $4,856+53.2% | $2,670+178.7% |
| Participant deferral / active EE | $9,030 | $6,404+41.0% | $7,758+16.4% | $4,125+118.9% |
| Admin fee / account holder | $324 | $6,975-95.4% | $10,762-97.0% | $5,651-94.3% |