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 TRUST1 year Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $36,771 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,916 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,296 | $101,499+105.2% | $147,005+41.7% | $74,546+179.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.07% | 8732.34%-8719.3pp | 418.76%-405.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $6,930 | $3,811+81.8% | $4,934+40.4% | $2,624+164.1% |
| Participant deferral / active EE | $8,728 | $7,304+19.5% | $8,070+8.2% | $4,347+100.8% |
| Admin fee / account holder | $348 | $1,748-80.1% | $13,006-97.3% | $1,944-82.1% |