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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC3 years Service code 99 · EIN 86-3001816 | Other Fees | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,976 | $59,623+35.8% | $95,585-15.3% | $85,563-5.4% |
| Participation rate | 91.3% | 57.2%+34.1pp | 72.1%+19.3pp | 66.0%+25.4pp |
| Annual return | 15.37% | 18.22%-2.8pp | 38.56%-23.2pp | 31.51%-16.1pp |
| Employer contribution / active EE | $1,886 | $1,669+13.0% | $2,527-25.4% | $2,654-28.9% |
| Participant deferral / active EE | $6,227 | $3,357+85.5% | $4,023+54.8% | $4,375+42.3% |
| Admin fee / account holder | $217 | $650-66.7% | $6,127-96.5% | $834-74.0% |