See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST7 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $16,724 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,881 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,907 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,335 | $109,881-51.5% | $150,045-64.5% | $84,808-37.1% |
| Participation rate | 87.1% | 76.1%+11.1pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 14.99% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $5,078 | $3,561+42.6% | $4,693+8.2% | $2,631+93.0% |
| Participant deferral / active EE | $11,794 | $6,636+77.7% | $7,997+47.5% | $4,212+180.0% |
| Admin fee / account holder | $98 | $8,568-98.9% | $13,435-99.3% | $7,344-98.7% |