See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: PORTICO WEALTH ADVISORS Service code 27 · EIN 27-1799818 | Advisory (Plan) | $23,959 |
FINANCIAL DECISIONS2+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $17,290 |
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 | $62,695 | $56,629+10.7% | $77,999-19.6% | $55,167+13.6% |
| Participation rate | 75.3% | 73.3%+2.0pp | 75.5%-0.3pp | 69.0%+6.3pp |
| Annual return | 7.15% | 2866.98%-2859.8pp | 425.96%-418.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,001 | $1,723-41.9% | $2,470-59.5% | $1,963-49.0% |
| Participant deferral / active EE | $3,291 | $2,777+18.5% | $3,497-5.9% | $3,054+7.8% |
| Admin fee / account holder | $233 | $467-50.0% | $5,480-95.7% | $504-53.8% |