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 LLC3 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $37,710 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,228 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $30,054 | $55,214-45.6% | $104,607-71.3% | $73,488-59.1% |
| Participation rate | 91.0% | 67.8%+23.2pp | 74.1%+17.0pp | 70.7%+20.4pp |
| Annual return | 12.52% | 24.79%-12.3pp | 340.46%-327.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,002 | $1,468-31.7% | $2,681-62.6% | $2,270-55.9% |
| Participant deferral / active EE | $5,110 | $2,925+74.7% | $3,740+36.7% | $3,740+36.7% |
| Admin fee / account holder | $157 | $424-62.8% | $6,473-97.6% | $513-69.3% |