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.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,629 |
ASCENSUS LLC6 years Filed as: PORTICO WEALTH ADVISORS Service code 26 17 EAST SIR FRANCIS DRAKE BLVD. · LARKSPUR, CA 94939 | Advisory (Participants) | $8,633 |
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 | $17,804 | $61,156-70.9% | $185,823-90.4% | $79,386-77.6% |
| Participation rate | 77.0% | 66.6%+10.4pp | 81.7%-4.7pp | 70.7%+6.3pp |
| Annual return | 12.89% | 19.45%-6.6pp | 122.05%-109.2pp | 116.85%-104.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,641 | $2,789+30.6% | $5,568-34.6% | $4,046-10.0% |
| Admin fee / account holder | $145 | $710-79.6% | $16,237-99.1% | $626-76.9% |