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 LLC2 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $38,114 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,891 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $26,482 | $50,175-47.2% | $99,443-73.4% | $65,185-59.4% |
| Participation rate | 91.2% | 68.4%+22.8pp | 73.8%+17.4pp | 70.2%+21.0pp |
| Annual return | 24.27% | 25.36%-1.1pp | 30.72%-6.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $2,044 | $1,496+36.7% | $2,540-19.5% | $2,177-6.1% |
| Participant deferral / active EE | $6,792 | $2,748+147.2% | $3,619+87.7% | $3,514+93.3% |
| Admin fee / account holder | $137 | $398-65.6% | $6,250-97.8% | $847-83.8% |