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 TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $29,721 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,650 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,321 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,650 | $64,119+81.9% | $112,228+3.9% | $66,914+74.3% |
| Participation rate | 85.6% | 68.5%+17.1pp | 75.1%+10.6pp | 69.8%+15.8pp |
| Annual return | -17.10% | -13.81%-3.3pp | 27.45%-44.6pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,738 | $3,005-42.2% | $3,635-52.2% | $2,544-31.7% |
| Participant deferral / active EE | $6,186 | $3,693+67.5% | $4,728+30.8% | $4,237+46.0% |
| Admin fee / account holder | $182 | $625-70.9% | $6,410-97.2% | $593-69.4% |