Filed August 27, 2026 (most recent of 4 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $233,478 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $99,192 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,697 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $16,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,127 | $136,266-33.1% | $90,749+0.4% | $77,904+17.0% |
| Participation rate | 92.9% | 86.6%+6.2pp | 75.7%+17.2pp | 73.7%+19.2pp |
| Annual return | -16.57% | -11.32%-5.2pp | -12.16%-4.4pp | 12.21%-28.8pp |
| Employer contribution / active EE | $3,140 | $4,215-25.5% | $2,921+7.5% | $2,848+10.3% |
| Participant deferral / active EE | $9,127 | $6,353+43.7% | $4,564+100.0% | $4,806+89.9% |
| Admin fee / account holder | $122 | $399-69.4% | $8,445-98.6% | $133-8.0% |