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 LLC4+ years Filed as: PORTICO WEALTH ADVISORS Service code 15 · EIN 27-1799818 17 E. SIR FRANCIS DRAKE BLVD.0 · LARKSPUR, CA 94939 | Recordkeeping | $15,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,629 | $28,109+58.8% | $71,086-37.2% | $56,287-20.7% |
| Participation rate | 45.1% | 40.4%+4.7pp | 54.7%-9.6pp | 69.9%-24.8pp |
| Annual return | -2.13% | -615.05%+612.9pp | 650.59%-652.7pp | -9.96%+7.8pp |
| Employer contribution / active EE | $1,058 | $558+89.8% | $1,088-2.7% | $2,111-49.9% |
| Participant deferral / active EE | $1,315 | $1,116+17.9% | $1,874-29.8% | $3,350-60.7% |
| Admin fee / account holder | $224 | $585-61.6% | $3,082-92.7% | $521-56.9% |