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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: CAPINANCIAL PARTNERS LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $71,725 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $52,129 |
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 | $67,897 | $78,419-13.4% | $133,956-49.3% | $73,409-7.5% |
| Participation rate | 95.5% | 78.6%+16.9pp | 79.8%+15.7pp | 72.2%+23.4pp |
| Annual return | 14.76% | 33.35%-18.6pp | 45.09%-30.3pp | 59.29%-44.5pp |
| Employer contribution / active EE | $1,373 | $2,044-32.8% | $3,919-65.0% | $2,234-38.5% |
| Participant deferral / active EE | $4,014 | $3,925+2.3% | $5,048-20.5% | $3,805+5.5% |
| Admin fee / account holder | $247 | $161+53.4% | $8,927-97.2% | $158+56.7% |