See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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, LLC2 years Filed as: THE ASCENT GROUP LLC Service code 27 5029 CORPORATE WOOD DR · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $79,556 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,470 | $82,202-14.3% | $125,339-43.8% | $64,808+8.7% |
| Participation rate | 96.3% | 77.9%+18.4pp | 82.4%+13.9pp | 71.5%+24.8pp |
| Annual return | -14.32% | 3.48%-17.8pp | 572.05%-586.4pp | 32.82%-47.1pp |
| Employer contribution / active EE | $4,791 | $3,615+32.5% | $4,814-0.5% | $2,506+91.2% |
| Participant deferral / active EE | $11,968 | $7,175+66.8% | $7,446+60.7% | $4,310+177.7% |
| Admin fee / account holder | $293 | $163+79.7% | $10,010-97.1% | $188+56.2% |