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 |
|---|---|---|
THE ASCENT GROUP, LLC1 year Filed as: THE ASCENT GROUP LLC Service code 27 192 BALLARD CT STE 400 · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $31,818 |
AMERICAN FUNDS8 years Filed as: NEWPORT CAPITAL GROUP LLC Service code 99 12 BROAD ST 5TH FL · RED BANK, NJ 07701 | Other Fees | $19,996 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,898 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,675 | $100,923+27.5% | $150,045-14.2% | $74,304+73.2% |
| Participation rate | 86.1% | 70.1%+16.0pp | 82.3%+3.8pp | 60.3%+25.7pp |
| Annual return | 14.27% | 51.77%-37.5pp | 62.55%-48.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $15 | $3,463-99.6% | $4,693-99.7% | $2,241-99.3% |
| Participant deferral / active EE | $7,463 | $6,709+11.2% | $7,997-6.7% | $3,767+98.1% |
| Admin fee / account holder | $341 | $2,767-87.7% | $13,435-97.5% | $2,969-88.5% |