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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: PORTICO WEALTH ADVISORS LLC Service code 99 17 E SIR FRANCIS DRAKE BLVD., 2 · LARKSPUR, CA 94948 | Other Fees | $56,849 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,300 |
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 | $158,858 | $104,475+52.1% | $159,436-0.4% | $79,386+100.1% |
| Participation rate | 91.2% | 76.6%+14.6pp | 82.8%+8.4pp | 70.7%+20.5pp |
| Annual return | 12.90% | 67.95%-55.1pp | 263.57%-250.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $3,524 | $3,417+3.1% | $4,829-27.0% | $2,427+45.2% |
| Participant deferral / active EE | $7,368 | $6,467+13.9% | $7,352+0.2% | $4,046+82.1% |
| Admin fee / account holder | $239 | $711-66.5% | $10,799-97.8% | $626-61.9% |