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 Service code 99 · EIN 86-3001816 | Other Fees | $8,859 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,308 | $49,808+13.1% | $95,745-41.2% | $74,419-24.3% |
| Participation rate | 94.0% | 66.6%+27.5pp | 72.3%+21.8pp | 70.7%+23.3pp |
| Annual return | 19.70% | 24.91%-5.2pp | 28.35%-8.6pp | 34.38%-14.7pp |
| Employer contribution / active EE | $1,335 | $1,639-18.6% | $2,835-52.9% | $2,637-49.4% |
| Participant deferral / active EE | $5,316 | $3,739+42.2% | $4,245+25.3% | $4,528+17.4% |
| Admin fee / account holder | $1 | $311-99.6% | $5,678-100.0% | $348-99.7% |