See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,297 |
ASCENSUS LLC1 year Filed as: PORTICO WEALTH ADVISORS, LLC Service code 27 · EIN 27-1799818 | Advisory (Plan) | $16,257 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,665 | $50,385-5.4% | $75,670-37.0% | $62,292-23.5% |
| Participation rate | 83.6% | 67.7%+15.9pp | 72.3%+11.3pp | 69.5%+14.1pp |
| Annual return | 14.68% | 19.90%-5.2pp | 27.34%-12.7pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,651 | $1,537+7.4% | $2,352-29.8% | $2,042-19.2% |
| Participant deferral / active EE | $3,333 | $2,445+36.3% | $3,142+6.1% | $3,169+5.2% |
| Admin fee / account holder | $292 | $384-24.1% | $5,800-95.0% | $479-39.1% |