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.
| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC1 year Filed as: THE ASCENT GROUP LLC Service code 27 192 BALLARD CT STE 400 · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $51,411 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $47,073 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,878 |
PENSION ASSURANCE LLP1 year Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $13,500 |
Service code 13 3150 CARLISLE NE STE 211 · ALBUQUERQUE, NM 87110 | Contract Administrator | $5,026 |
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 | $56,546 | $108,549-47.9% | $156,263-63.8% | $85,563-33.9% |
| Participation rate | 89.7% | 77.1%+12.6pp | 78.9%+10.8pp | 66.0%+23.7pp |
| Annual return | 291.16% | 21.79%+269.4pp | 59.47%+231.7pp | 31.51%+259.6pp |
| Employer contribution / active EE | $2,477 | $2,690-7.9% | $4,333-42.8% | $2,654-6.7% |
| Participant deferral / active EE | $5,121 | $4,800+6.7% | $6,158-16.8% | $4,375+17.0% |
| Admin fee / account holder | $193 | $650-70.4% | $14,255-98.6% | $834-76.9% |