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 LLC6+ years Filed as: PORTICO WEALTH ADVISORS Service code 26 · EIN 27-1799818 17 E. SIR FRANCIS DRAKE BOULEVARD · LARKSPUR, CA 94939 | Advisory (Participants) | $16,668 |
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 | $60,652 | $35,986+68.5% | $77,482-21.7% | $73,488-17.5% |
| Participation rate | 42.8% | 40.8%+1.9pp | 54.2%-11.4pp | 70.7%-27.9pp |
| Annual return | 13.59% | 19.26%-5.7pp | 54.79%-41.2pp | 28.51%-14.9pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,208 | $1,198+0.9% | $1,861-35.1% | $3,740-67.7% |
| Admin fee / account holder | $242 | $466-48.2% | $2,858-91.5% | $513-52.9% |