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 LLC6+ years Filed as: PORTICO WEALTH ADVISORS Service code 27 · EIN 27-1799818 | Advisory (Plan) | $29,374 |
FINANCIAL DECISIONS6+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $21,741 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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 | $93,489 | $70,908+31.8% | $98,907-5.5% | $73,488+27.2% |
| Participation rate | 74.3% | 73.8%+0.5pp | 76.0%-1.7pp | 70.7%+3.6pp |
| Annual return | 16.41% | 34.17%-17.8pp | 196.43%-180.0pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,072 | $2,036-47.3% | $2,689-60.1% | $2,270-52.8% |
| Participant deferral / active EE | $3,321 | $3,500-5.1% | $4,244-21.7% | $3,740-11.2% |
| Admin fee / account holder | $257 | $535-52.0% | $6,642-96.1% | $513-49.9% |