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 · ROSEWELL, GA 30075 | Other Fees | $7,800 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,198 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,385 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $5,128 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,980 | $101,317-37.8% | $146,958-57.1% | $74,495-15.5% |
| Participation rate | 89.5% | 75.5%+13.9pp | 82.2%+7.3pp | 67.2%+22.3pp |
| Annual return | 12.69% | 8730.91%-8718.2pp | 418.34%-405.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,681 | $3,810-29.6% | $4,933-45.6% | $2,623+2.2% |
| Participant deferral / active EE | $5,152 | $7,303-29.5% | $8,070-36.2% | $4,346+18.6% |
| Admin fee / account holder | $196 | $1,739-88.7% | $12,998-98.5% | $1,942-89.9% |