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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $27,568 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 51 · EIN 11-3665754 | Investment Mgmt Fees | $19,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $561,670 | $80,753+595.5% | $136,294+312.1% | $62,292+801.7% |
| Participation rate | 97.6% | 73.5%+24.0pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 22.31% | 35.83%-13.5pp | 5155.94%-5133.6pp | 28.90%-6.6pp |
| Employer contribution / active EE | $20,412 | $2,884+607.9% | $4,695+334.7% | $2,042+899.5% |
| Participant deferral / active EE | $12,300 | $5,164+138.2% | $6,247+96.9% | $3,169+288.1% |
| Admin fee / account holder | $770 | $525+46.5% | $9,243-91.7% | $479+60.5% |