Filed December 2, 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 16 · EIN 26-0058143 | Consulting | $50,000 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,156 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $361,459 | $71,192+407.7% | $117,854+206.7% | $62,292+480.3% |
| Participation rate | 97.5% | 74.2%+23.3pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 15.03% | 18.66%-3.6pp | 335.08%-320.1pp | 28.90%-13.9pp |
| Employer contribution / active EE | $10,514 | $1,934+443.7% | $3,786+177.7% | $2,042+414.8% |
| Participant deferral / active EE | $5,363 | $3,189+68.2% | $4,482+19.7% | $3,169+69.2% |
| Admin fee / account holder | $388 | $587-34.0% | $8,020-95.2% | $479-19.2% |