Filed November 25, 2025
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 |
|---|---|---|
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $122,955 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $62,917 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $49,886 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MGT, L.P. Service code 27 · EIN 13-3575636 | Advisory (Plan) | $41,757 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $29,186 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $313,769 | $113,293+177.0% | $67,502+364.8% | $199,593+57.2% |
| Participation rate | 96.2% | 73.3%+22.9pp | 72.9%+23.3pp | 72.0%+24.2pp |
| Annual return | 12.22% | 15.88%-3.7pp | 3512.12%-3499.9pp | 34.25%-22.0pp |
| Employer contribution / active EE | $7,634 | $3,401+124.5% | $2,731+179.5% | $3,034+151.6% |
| Participant deferral / active EE | $7,686 | $4,159+84.8% | $4,000+92.1% | $5,087+51.1% |
| Admin fee / account holder | $77 | $103-25.4% | $3,998-98.1% | $269-71.5% |