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 |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $75,000 |
ZELENKOFSKE AXELROD LLC7+ years Service code 10 · EIN 23-3022325 | Accounting | $24,660 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,264 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,064 | $120,057+52.5% | $75,696+141.8% | $93,030+96.8% |
| Participation rate | 95.4% | 77.3%+18.1pp | 74.8%+20.6pp | 73.9%+21.5pp |
| Annual return | 12.43% | 19.62%-7.2pp | 104.53%-92.1pp | 158.70%-146.3pp |
| Employer contribution / active EE | $4,096 | $3,253+25.9% | $2,743+49.3% | $2,706+51.4% |
| Participant deferral / active EE | $6,894 | $4,089+68.6% | $3,821+80.4% | $4,562+51.1% |
| Admin fee / account holder | $199 | $81+143.9% | $3,619-94.5% | $152+31.0% |