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: CAPFINANICAL PARTNER LLC Service code 16 · EIN 26-0058143 | Consulting | $37,483 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,580 |
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 | $43,130 | $80,753-46.6% | $136,294-68.4% | $62,292-30.8% |
| Participation rate | 78.2% | 73.5%+4.7pp | 81.9%-3.7pp | 69.5%+8.7pp |
| Annual return | 28.45% | 35.83%-7.4pp | 5155.94%-5127.5pp | 28.90%-0.4pp |
| Employer contribution / active EE | $1,883 | $2,884-34.7% | $4,695-59.9% | $2,042-7.8% |
| Participant deferral / active EE | $5,438 | $5,164+5.3% | $6,247-13.0% | $3,169+71.6% |
| Admin fee / account holder | $289 | $525-45.1% | $9,243-96.9% | $479-39.8% |