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 Service code 99 | Other Fees | $18,115 |
ASCENSUS LLC2 years Filed as: CAPFINANCICAL PARTNERS LLC Service code 99 · EIN 26-0058143 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,818 | $66,310-44.5% | $93,606-60.7% | $65,185-43.5% |
| Participation rate | 62.5% | 74.0%-11.5pp | 75.8%-13.3pp | 70.2%-7.7pp |
| Annual return | 20.38% | 42.58%-22.2pp | 32.76%-12.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $598 | $2,012-70.3% | $2,718-78.0% | $2,177-72.5% |
| Participant deferral / active EE | $3,511 | $3,342+5.1% | $4,069-13.7% | $3,514-0.1% |
| Admin fee / account holder | $29 | $6,897-99.6% | $7,888-99.6% | $847-96.6% |