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 | $50,796 |
Filed as: SOL SCHWARTZ & ASSOCIATES PC Service code 10 8000 IH-10 WEST STE 1100 · SAN ANTONIO, TX 78230 | Accounting | $11,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,747 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,702 |
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 | $53,796 | $82,202-34.6% | $125,339-57.1% | $64,808-17.0% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -14.52% | 3.48%-18.0pp | 572.05%-586.6pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,918 | $3,615-47.0% | $4,814-60.2% | $2,506-23.5% |
| Participant deferral / active EE | $6,136 | $7,175-14.5% | $7,446-17.6% | $4,310+42.4% |
| Admin fee / account holder | $105 | $163-35.6% | $10,010-98.9% | $188-44.0% |