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 LLC5 years Filed as: PORTICO WEALTH ADVISORS Service code 27 17 E, SIR FRANCIS DRAKE BLVD · LARKSPUR, CA 94939 | Advisory (Plan) | $35,746 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $17,836 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,649 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,096 | $80,731-18.1% | $103,374-36.1% | $74,546-11.3% |
| Participation rate | 97.1% | 65.7%+31.5pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 13.08% | 27.56%-14.5pp | 24.89%-11.8pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $3,893 | $3,158+23.3% | $3,869+0.6% | $2,624+48.4% |
| Participant deferral / active EE | $9,853 | $3,860+155.2% | $5,058+94.8% | $4,347+126.6% |
| Admin fee / account holder | $313 | $2,369-86.8% | $8,394-96.3% | $1,944-83.9% |