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 LLC7 years Filed as: PORTICO WEALTH ADVISORS LLC Service code 99 17 E SIR FRANCIS DRAKE BLVD., 2 · LARKSPUR, CA 94948 | Other Fees | $54,743 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,380 | $91,407+77.6% | $135,903+19.5% | $71,457+127.2% |
| Participation rate | 87.9% | 75.7%+12.3pp | 81.9%+6.0pp | 67.9%+20.0pp |
| Annual return | 16.50% | 29.90%-13.4pp | 68.23%-51.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $4,004 | $3,703+8.1% | $4,856-17.6% | $2,588+54.7% |
| Participant deferral / active EE | $8,700 | $7,092+22.7% | $7,758+12.2% | $4,289+102.9% |
| Admin fee / account holder | $231 | $1,266-81.7% | $10,762-97.9% | $1,587-85.4% |