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 |
|---|---|---|
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,254 |
ASCENSUS LLC4 years Filed as: PORTICO WEALTH ADVISORS Service code 26 17 EAST SIR FRANCIS DRAKE BLVD. · LARKSPUR, CA 94939 | Advisory (Participants) | $5,994 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,079 | $52,953-73.4% | $172,739-91.8% | $65,185-78.4% |
| Participation rate | 71.0% | 66.2%+4.8pp | 82.6%-11.6pp | 70.2%+0.8pp |
| Annual return | 21.76% | 30.12%-8.4pp | 802.84%-781.1pp | 29.38%-7.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,862 | $2,471+15.9% | $5,198-44.9% | $3,514-18.5% |
| Admin fee / account holder | $116 | $472-75.5% | $13,954-99.2% | $847-86.3% |