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 TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $22,140 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,584 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $812 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,118 | $99,957-17.8% | $149,696-45.1% | $73,488+11.7% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 15.28% | 53.87%-38.6pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,646 | $3,191-48.4% | $4,644-64.6% | $2,270-27.5% |
| Participant deferral / active EE | $8,230 | $6,073+35.5% | $6,842+20.3% | $3,740+120.1% |
| Admin fee / account holder | $115 | $551-79.2% | $9,309-98.8% | $513-77.6% |