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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.
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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 LLC Service code 27 · EIN 27-1799828 | Advisory (Plan) | $42,944 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,065 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,502 | $89,436+5.7% | $164,813-42.7% | $77,643+21.7% |
| Participation rate | 69.1% | 78.6%-9.5pp | 78.6%-9.5pp | 70.6%-1.5pp |
| Annual return | 21.35% | 28.83%-7.5pp | 69.93%-48.6pp | 31.24%-9.9pp |
| Employer contribution / active EE | $1,018 | $2,569-60.4% | $4,341-76.6% | $2,726-62.7% |
| Participant deferral / active EE | $3,275 | $4,897-33.1% | $6,031-45.7% | $4,647-29.5% |
| Admin fee / account holder | $211 | $339-38.0% | $12,690-98.3% | $430-51.1% |