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 | $29,192 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,879 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,669 |
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 | $114,518 | $76,670+49.4% | $96,683+18.4% | $71,457+60.3% |
| Participation rate | 89.8% | 66.6%+23.2pp | 74.3%+15.5pp | 67.9%+21.9pp |
| Annual return | 17.34% | 48.29%-31.0pp | 35.69%-18.4pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,860 | $3,031-38.6% | $3,737-50.2% | $2,588-28.1% |
| Participant deferral / active EE | $5,967 | $3,771+58.2% | $4,878+22.3% | $4,289+39.1% |
| Admin fee / account holder | $179 | $2,028-91.2% | $6,730-97.3% | $1,587-88.7% |