Filed December 18, 2025 (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 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 LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,445 |
Service code 49 · EIN 04-1590850 | Other Services | $36,692 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $21,944 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
GOLDMAN SACHS4 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
MAINSTAY4 years Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4597302 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,476 | $105,581+64.3% | $70,449+146.2% | $90,288+92.1% |
| Participation rate | 98.7% | 77.5%+21.2pp | 75.1%+23.7pp | 73.4%+25.4pp |
| Annual return | 15.63% | 14.78%+0.8pp | 109.03%-93.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $7,187 | $3,304+117.5% | $2,737+162.6% | $2,524+184.7% |
| Participant deferral / active EE | $7,171 | $3,813+88.1% | $3,709+93.4% | $4,232+69.4% |
| Admin fee / account holder | $56 | $68-16.7% | $3,845-98.5% | $114-50.7% |