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 9-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, LLC4 years Service code 27 · EIN 86-3001816 | Advisory (Plan) | $42,986 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,621 |
BDO USA, LLP2 years Filed as: BDO Service code 13 · EIN 13-5381590 | Contract Administrator | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $119,391 | $106,110+12.5% | $147,005-18.8% | $77,671+53.7% |
| Participation rate | 41.6% | 78.4%-36.8pp | 82.2%-40.6pp | 70.6%-29.0pp |
| Annual return | 8.74% | 56.77%-48.0pp | 418.76%-410.0pp | 31.21%-22.5pp |
| Employer contribution / active EE | $1,540 | $4,065-62.1% | $4,934-68.8% | $2,726-43.5% |
| Participant deferral / active EE | $2,537 | $7,992-68.3% | $8,070-68.6% | $4,648-45.4% |
| Admin fee / account holder | $340 | $338+0.6% | $13,006-97.4% | $430-21.1% |