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 | $52,845 |
Filed as: SOL SCHWARTZ & ASSOCIATES PC Service code 10 8000 IH-10 WEST STE 1100 · SAN ANTONIO, TX 78230 | Accounting | $11,570 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,910 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,110 | $95,274-41.1% | $135,903-58.7% | $74,419-24.6% |
| Participation rate | 96.0% | 78.2%+17.8pp | 81.9%+14.1pp | 70.7%+25.3pp |
| Annual return | 19.81% | 32.77%-13.0pp | 68.23%-48.4pp | 34.38%-14.6pp |
| Employer contribution / active EE | $1,867 | $3,874-51.8% | $4,856-61.6% | $2,637-29.2% |
| Participant deferral / active EE | $5,515 | $7,782-29.1% | $7,758-28.9% | $4,528+21.8% |
| Admin fee / account holder | $96 | $266-64.0% | $10,762-99.1% | $348-72.5% |