Filed November 11, 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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $368,122 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $84,413 |
ZELENKOFSKE AXELROD LLC11+ years Service code 10 · EIN 23-3022325 | Accounting | $26,160 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,804 | $115,444+82.6% | $65,493+221.9% | $102,872+104.9% |
| Participation rate | 75.2% | 71.2%+4.1pp | 73.1%+2.1pp | 73.0%+2.2pp |
| Annual return | 15.36% | 15.94%-0.6pp | 982.45%-967.1pp | 19.06%-3.7pp |
| Employer contribution / active EE | $6,691 | $3,409+96.3% | $2,574+159.9% | $3,526+89.7% |
| Participant deferral / active EE | $5,953 | $4,118+44.5% | $3,961+50.3% | $5,535+7.6% |
| Admin fee / account holder | $240 | $123+95.4% | $5,028-95.2% | $292-17.7% |