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 LLC3 years Filed as: PORTICO WEALTH ADVISORS LLC Service code 10 17 E SIR FRANCIS DRAKE BLVD STE 218 · LARKSPUR, CA 94939 | Accounting | $47,282 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,626 | $89,652+33.4% | $141,162-15.3% | $65,185+83.5% |
| Participation rate | 83.4% | 74.7%+8.7pp | 82.5%+0.9pp | 70.2%+13.2pp |
| Annual return | 19.64% | 32.79%-13.2pp | 71.39%-51.7pp | 29.38%-9.7pp |
| Employer contribution / active EE | $2,405 | $3,065-21.5% | $4,735-49.2% | $2,177+10.5% |
| Participant deferral / active EE | $4,705 | $5,691-17.3% | $6,709-29.9% | $3,514+33.9% |
| Admin fee / account holder | $199 | $569-65.0% | $10,261-98.1% | $847-76.5% |