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.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $21,073 |
ASCENSUS LLC9 years Filed as: PORTICO WEALTH ADVISORS Service code 27 17 E SIR FRANCIS DRAKE BLVD · LARKSPUR, CA 94939 | Advisory (Plan) | $14,663 |
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 | $18,216 | $55,415-67.1% | $155,509-88.3% | $74,495-75.5% |
| Participation rate | 80.3% | 61.9%+18.4pp | 78.2%+2.1pp | 67.2%+13.1pp |
| Annual return | 13.05% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,219 | $2,836+48.8% | $5,626-25.0% | $4,346-2.9% |
| Admin fee / account holder | $130 | $1,738-92.5% | $15,912-99.2% | $1,942-93.3% |