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, LLC5 years Service code 27 · EIN 86-3001816 | Advisory (Plan) | $42,994 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,464 |
BDO USA, LLP3 years Filed as: BDO Service code 13 · EIN 13-5381590 | Contract Administrator | $15,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $130,682 | $119,446+9.4% | $150,045-12.9% | $85,563+52.7% |
| Participation rate | 50.4% | 75.4%-25.0pp | 82.3%-31.9pp | 66.0%-15.5pp |
| Annual return | 12.05% | 23.72%-11.7pp | 62.55%-50.5pp | 31.51%-19.5pp |
| Employer contribution / active EE | $2,533 | $4,078-37.9% | $4,693-46.0% | $2,654-4.6% |
| Participant deferral / active EE | $3,184 | $7,985-60.1% | $7,997-60.2% | $4,375-27.2% |
| Admin fee / account holder | $362 | $548-33.9% | $13,435-97.3% | $834-56.6% |