Filed August 27, 2026 (most recent of 4 filings on file)
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $233,157 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $82,213 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $47,433 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,133 | $104,631+2.4% | $98,439+8.8% | $80,160+33.6% |
| Participation rate | 93.9% | 87.5%+6.3pp | 75.2%+18.7pp | 72.9%+21.0pp |
| Annual return | 21.12% | 34.72%-13.6pp | 21.16%0pp | 40.38%-19.3pp |
| Employer contribution / active EE | $3,402 | $4,517-24.7% | $3,048+11.6% | $2,978+14.2% |
| Participant deferral / active EE | $10,151 | $6,545+55.1% | $4,738+114.3% | $5,017+102.3% |
| Admin fee / account holder | $124 | $105+17.9% | $8,948-98.6% | $145-14.7% |