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 TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $37,862 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,799 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,649 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,738 | $84,487+47.6% | $125,339-0.5% | $66,914+86.4% |
| Participation rate | 98.0% | 76.4%+21.6pp | 82.4%+15.6pp | 69.8%+28.2pp |
| Annual return | -18.43% | -8.39%-10.0pp | 572.05%-590.5pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,398 | $3,553-60.7% | $4,814-71.0% | $2,544-45.1% |
| Participant deferral / active EE | $8,446 | $6,781+24.5% | $7,446+13.4% | $4,237+99.3% |
| Admin fee / account holder | $201 | $685-70.6% | $10,010-98.0% | $593-66.1% |