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 TRUST3 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $22,104 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,486 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,778 | $100,923-8.1% | $150,045-38.2% | $74,304+24.9% |
| Participation rate | 99.4% | 70.1%+29.3pp | 82.3%+17.1pp | 60.3%+39.1pp |
| Annual return | 18.98% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.4pp |
| Employer contribution / active EE | $5,803 | $3,463+67.6% | $4,693+23.7% | $2,241+158.9% |
| Participant deferral / active EE | $6,347 | $6,709-5.4% | $7,997-20.6% | $3,767+68.5% |
| Admin fee / account holder | $149 | $2,767-94.6% | $13,435-98.9% | $2,969-95.0% |