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 | $66,437 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,984 |
Filed as: SOL SCHWARTZ & ASSOCIATES PC Service code 10 8000 IH-10 WEST STE 1100 · SAN ANTONIO, TX 78230 | Accounting | $12,300 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,819 | $106,028-44.5% | $146,958-60.0% | $77,643-24.2% |
| Participation rate | 96.2% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 14.16% | 56.73%-42.6pp | 418.34%-404.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,068 | $4,063-49.1% | $4,933-58.1% | $2,726-24.1% |
| Participant deferral / active EE | $6,010 | $7,990-24.8% | $8,070-25.5% | $4,647+29.3% |
| Admin fee / account holder | $106 | $337-68.6% | $12,998-99.2% | $430-75.4% |