Filed October 25, 2023 (most recent of 3 filings on file)
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 9-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 37 · EIN 04-2647786 | Loan Processing | $41,572 |
ASCENSUS LLC1 year Filed as: CAPFINANICAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,585 | $41,510-11.9% | $84,966-56.9% | $99,062-63.1% |
| Participation rate | 3.1% | 35.3%-32.2pp | 67.5%-64.4pp | 71.6%-68.5pp |
| Annual return | 10.55% | 17.38%-6.8pp | 66.38%-55.8pp | 17.66%-7.1pp |
| Employer contribution / active EE | $38 | $1,137-96.7% | $2,727-98.6% | $3,262-98.8% |
| Participant deferral / active EE | $153 | $2,246-93.2% | $4,519-96.6% | $5,331-97.1% |
| Admin fee / account holder | $146 | $175-16.9% | $6,149-97.6% | $109+33.7% |