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 9-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 | $33,120 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,616 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,337 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,183 | $99,957+38.2% | $149,696-7.7% | $73,488+88.0% |
| Participation rate | 95.9% | 75.7%+20.2pp | 82.5%+13.4pp | 70.7%+25.2pp |
| Annual return | 16.77% | 53.87%-37.1pp | 276.60%-259.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,667 | $3,191-47.8% | $4,644-64.1% | $2,270-26.6% |
| Participant deferral / active EE | $7,739 | $6,073+27.4% | $6,842+13.1% | $3,740+107.0% |
| Admin fee / account holder | $191 | $551-65.3% | $9,309-97.9% | $513-62.8% |