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, LLC4 years Filed as: THE ASCENT GROUP LLC Service code 27 · EIN 86-3001816 | Advisory (Plan) | $44,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $35,147 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,412 | $106,028+20.2% | $146,958-13.3% | $77,643+64.1% |
| Participation rate | 93.4% | 78.4%+15.0pp | 82.2%+11.2pp | 70.6%+22.8pp |
| Annual return | 18.03% | 56.73%-38.7pp | 418.34%-400.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $2,074 | $4,063-49.0% | $4,933-58.0% | $2,726-23.9% |
| Participant deferral / active EE | $12,967 | $7,990+62.3% | $8,070+60.7% | $4,647+179.0% |
| Admin fee / account holder | $155 | $337-54.0% | $12,998-98.8% | $430-63.9% |