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 LLC6 years Filed as: PORTICO WEALTH ADVISORS LLC Service code 99 17 E SIR FRANCIS DRAKE BLVD., 2 · LARKSPUR, CA 94948 | Other Fees | $54,793 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,423 | $84,487+57.9% | $125,339+6.5% | $66,914+99.4% |
| Participation rate | 90.1% | 76.4%+13.7pp | 82.4%+7.7pp | 69.8%+20.3pp |
| Annual return | -15.76% | -8.39%-7.4pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,650 | $3,553+2.7% | $4,814-24.2% | $2,544+43.5% |
| Participant deferral / active EE | $7,811 | $6,781+15.2% | $7,446+4.9% | $4,237+84.3% |
| Admin fee / account holder | $227 | $685-66.9% | $10,010-97.7% | $593-61.7% |