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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $131,837 |
ASCENSUS LLC1 year Filed as: CAPFINACIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $32,398 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,279 | $136,266-71.9% | $90,749-57.8% | $77,904-50.9% |
| Participation rate | 86.0% | 86.6%-0.6pp | 75.7%+10.3pp | 73.7%+12.3pp |
| Annual return | -12.41% | -11.32%-1.1pp | -12.16%-0.2pp | 12.21%-24.6pp |
| Employer contribution / active EE | $2,667 | $4,215-36.7% | $2,921-8.7% | $2,848-6.3% |
| Participant deferral / active EE | $2,869 | $6,353-54.8% | $4,564-37.1% | $4,806-40.3% |
| Admin fee / account holder | $129 | $399-67.6% | $8,445-98.5% | $133-2.7% |