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 LLC5+ years Filed as: PORTICO WEALTH ADVISORS Service code 27 · EIN 27-1799818 | Advisory (Plan) | $27,992 |
FINANCIAL DECISIONS5+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $22,313 |
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 | $78,291 | $66,310+18.1% | $93,606-16.4% | $65,185+20.1% |
| Participation rate | 79.0% | 74.0%+5.0pp | 75.8%+3.2pp | 70.2%+8.8pp |
| Annual return | 21.48% | 42.58%-21.1pp | 32.76%-11.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,202 | $2,012-40.3% | $2,718-55.8% | $2,177-44.8% |
| Participant deferral / active EE | $3,702 | $3,342+10.8% | $4,069-9.0% | $3,514+5.4% |
| Admin fee / account holder | $252 | $6,897-96.4% | $7,888-96.8% | $847-70.3% |