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 Service code 26 · EIN 86-3001816 | Advisory (Participants) | $44,587 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $24,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,458 | $79,013+18.3% | $100,391-6.9% | $74,495+25.5% |
| Participation rate | 61.9% | 79.5%-17.5pp | 81.5%-19.5pp | 67.2%-5.3pp |
| Annual return | 12.17% | 20.41%-8.2pp | 49.20%-37.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,307 | $3,021+9.5% | $3,942-16.1% | $2,623+26.1% |
| Participant deferral / active EE | $7,831 | $7,760+0.9% | $8,082-3.1% | $4,346+80.2% |
| Admin fee / account holder | $295 | $1,320-77.7% | $7,899-96.3% | $1,942-84.8% |