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 LLC8+ years Filed as: PORTICO WEALTH ADVISORS Service code 27 · EIN 27-1799818 | Advisory (Plan) | $33,634 |
Service code 13 · EIN 85-3986400 | Contract Administrator | $31,313 |
PISENTI & BRINKER LLP1 year Filed as: PISENTI & BRINKER LLC Service code 10 · EIN 94-1585562 | Accounting | $11,000 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $50 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,676 | $81,908-5.2% | $90,749-14.4% | $64,808+19.9% |
| Participation rate | 65.6% | 80.5%-14.8pp | 75.7%-10.1pp | 71.5%-5.8pp |
| Annual return | -15.97% | -12.53%-3.4pp | -12.16%-3.8pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,026 | $3,065-66.5% | $2,921-64.9% | $2,506-59.0% |
| Participant deferral / active EE | $2,967 | $4,840-38.7% | $4,564-35.0% | $4,310-31.2% |
| Admin fee / account holder | $316 | $157+101.4% | $8,445-96.3% | $188+68.5% |