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 TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $34,142 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,667 |
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 | $118,948 | $80,724+47.4% | $103,333+15.1% | $74,495+59.7% |
| Participation rate | 92.9% | 65.7%+27.2pp | 74.5%+18.3pp | 67.2%+25.7pp |
| Annual return | 16.71% | 27.56%-10.9pp | 24.88%-8.2pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,999 | $3,157-36.7% | $3,868-48.3% | $2,623-23.8% |
| Participant deferral / active EE | $6,304 | $3,860+63.3% | $5,057+24.7% | $4,346+45.1% |
| Admin fee / account holder | $211 | $2,368-91.1% | $8,355-97.5% | $1,942-89.1% |