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 LLC1 year Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $34,220 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $13,135 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,054 | $81,537-66.8% | $149,718-81.9% | $69,631-61.1% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.1%+8.2pp | 70.7%+24.5pp |
| Annual return | 23.29% | 22.79%+0.5pp | 1501.63%-1478.3pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $5,457 | $3,239+68.5% | $5,445+0.2% | $2,032+168.5% |
| Participant deferral / active EE | $8,234 | $4,994+64.9% | $6,569+25.4% | $3,224+155.4% |
| Admin fee / account holder | $69 | $107-35.3% | $11,283-99.4% | $110-37.3% |