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, LLC3 years Filed as: THE ASCENT GROUP LLC Service code 27 · EIN 86-3001816 | Advisory (Plan) | $29,846 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,092 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,264 | $100,923-53.2% | $150,045-68.5% | $74,304-36.4% |
| Participation rate | 89.2% | 70.1%+19.1pp | 82.3%+6.8pp | 60.3%+28.8pp |
| Annual return | 21.66% | 51.77%-30.1pp | 62.55%-40.9pp | 29.43%-7.8pp |
| Employer contribution / active EE | $3,234 | $3,463-6.6% | $4,693-31.1% | $2,241+44.3% |
| Participant deferral / active EE | $6,689 | $6,709-0.3% | $7,997-16.4% | $3,767+77.5% |
| Admin fee / account holder | $221 | $2,767-92.0% | $13,435-98.4% | $2,969-92.6% |