Filed May 12, 2026
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 55 · EIN 38-2722519 | Other Commissions | $48,318 |
CAPOSSELA, COHEN, LLC4 years Service code 10 · EIN 06-1415579 | Accounting | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,943 | $92,971-23.7% | $96,683-26.6% | $74,419-4.7% |
| Participation rate | 94.0% | 71.5%+22.5pp | 74.3%+19.7pp | 70.7%+23.3pp |
| Annual return | 19.54% | 37.49%-17.9pp | 35.69%-16.2pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,553 | $3,426-25.5% | $3,737-31.7% | $2,637-3.2% |
| Participant deferral / active EE | $9,633 | $3,970+142.6% | $4,878+97.5% | $4,528+112.7% |
| Admin fee / account holder | $27 | $633-95.8% | $6,730-99.6% | $348-92.3% |