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 LLC4 years Filed as: PORTICO WEALTH ADVISORS LLC Service code 10 17 E SIR FRANCIS DRAKE BLVD STE 218 · LARKSPUR, CA 94939 | Accounting | $49,159 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,467 | $99,957+51.5% | $149,696+1.2% | $73,488+106.1% |
| Participation rate | 92.1% | 75.7%+16.4pp | 82.5%+9.6pp | 70.7%+21.4pp |
| Annual return | 13.05% | 53.87%-40.8pp | 276.60%-263.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $3,433 | $3,191+7.6% | $4,644-26.1% | $2,270+51.2% |
| Participant deferral / active EE | $6,825 | $6,073+12.4% | $6,842-0.2% | $3,740+82.5% |
| Admin fee / account holder | $222 | $551-59.7% | $9,309-97.6% | $513-56.7% |