Filed January 20, 2026 (most recent of 2 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 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 27 · EIN 26-0058143 | Advisory (Plan) | $143,920 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72,380 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,678 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $24,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,666 | $129,021+90.4% | $184,203+33.4% | $77,643+216.4% |
| Participation rate | 98.4% | 87.3%+11.1pp | 86.8%+11.6pp | 70.6%+27.9pp |
| Annual return | 16.13% | 33.27%-17.1pp | 28.81%-12.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $7,932 | $4,413+79.8% | $6,427+23.4% | $2,726+191.0% |
| Participant deferral / active EE | $14,179 | $7,297+94.3% | $9,131+55.3% | $4,647+205.1% |
| Admin fee / account holder | $361 | $254+42.2% | $13,901-97.4% | $430-16.1% |