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 LLC3+ years Filed as: PORTICO WEALTH ADVISORS Service code 27 · EIN 27-1799818 | Advisory (Plan) | $25,857 |
FINANCIAL DECISIONS3+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $18,471 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,539 | $63,299+9.9% | $91,001-23.6% | $62,292+11.6% |
| Participation rate | 82.2% | 73.3%+8.9pp | 75.6%+6.6pp | 69.5%+12.6pp |
| Annual return | 15.98% | 20.99%-5.0pp | 4.60%+11.4pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,145 | $1,807-36.6% | $2,456-53.4% | $2,042-43.9% |
| Participant deferral / active EE | $3,634 | $2,943+23.5% | $3,547+2.4% | $3,169+14.7% |
| Admin fee / account holder | $241 | $468-48.5% | $5,417-95.6% | $479-49.7% |