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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: PORTICO WEALTH ADVISORS LLC Service code 55 17 E SIR FRANCIS DRAKE BLVD STE 218 · LARKSPUR, CA 94939 | Other Commissions | $43,917 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,303 | $80,753+32.9% | $136,294-21.3% | $62,292+72.3% |
| Participation rate | 82.0% | 73.5%+8.4pp | 81.9%0pp | 69.5%+12.5pp |
| Annual return | 15.60% | 35.83%-20.2pp | 5155.94%-5140.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,570 | $2,884-10.9% | $4,695-45.3% | $2,042+25.8% |
| Participant deferral / active EE | $4,638 | $5,164-10.2% | $6,247-25.8% | $3,169+46.3% |
| Admin fee / account holder | $189 | $525-64.0% | $9,243-98.0% | $479-60.5% |