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 |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $55,672 |
ASCENSUS LLC10+ years Filed as: PORTICO WEALTH ADVISORS Service code 27 17 E SIR FRANCIS DRAKE BLVD · LARKSPUR, CA 94939 | Advisory (Plan) | $41,911 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,837 | $89,436-42.0% | $164,813-68.5% | $77,643-33.2% |
| Participation rate | 88.7% | 78.6%+10.1pp | 78.6%+10.1pp | 70.6%+18.1pp |
| Annual return | 14.97% | 28.83%-13.9pp | 69.93%-55.0pp | 31.24%-16.3pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,774 | $4,897-2.5% | $6,031-20.8% | $4,647+2.7% |
| Admin fee / account holder | $231 | $339-32.0% | $12,690-98.2% | $430-46.4% |