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 LLC5+ years Filed as: PORTICO WEALTH ADVISORS Service code 26 · EIN 27-1799818 17 E. SIR FRANCIS DRAKE BOULEVARD · LARKSPUR, CA 94939 | Advisory (Participants) | $16,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $59,301 | $31,679+87.2% | $74,701-20.6% | $65,185-9.0% |
| Participation rate | 39.9% | 40.4%-0.5pp | 54.5%-14.6pp | 70.2%-30.3pp |
| Annual return | 18.45% | 39.04%-20.6pp | 752.92%-734.5pp | 29.38%-10.9pp |
| Employer contribution / active EE | $969 | $566+71.3% | $1,084-10.5% | $2,177-55.5% |
| Participant deferral / active EE | $1,160 | $1,191-2.6% | $1,964-40.9% | $3,514-67.0% |
| Admin fee / account holder | $262 | $379-30.9% | $3,333-92.1% | $847-69.1% |