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 LLC4+ years Filed as: PORTICO WEALTH ADVISORS Service code 27 · EIN 27-1799818 | Advisory (Plan) | $27,238 |
FINANCIAL DECISIONS4+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $20,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,237 | $58,083+12.3% | $80,019-18.5% | $56,287+15.9% |
| Participation rate | 65.3% | 73.6%-8.3pp | 75.8%-10.6pp | 69.9%-4.6pp |
| Annual return | -4.90% | 34.61%-39.5pp | 11.22%-16.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $956 | $1,932-50.5% | $2,468-61.3% | $2,111-54.7% |
| Participant deferral / active EE | $2,935 | $3,135-6.4% | $3,686-20.4% | $3,350-12.4% |
| Admin fee / account holder | $254 | $623-59.1% | $6,521-96.1% | $521-51.2% |