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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,250 |
ZELENKOFSKE AXELROD LLC8+ years Service code 10 · EIN 23-3022325 | Accounting | $24,660 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $21,913 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,961 | $98,780+55.9% | $60,874+152.9% | $77,904+97.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 73.1%+26.9pp | 73.7%+26.3pp |
| Annual return | -10.73% | -11.56%+0.8pp | 16.90%-27.6pp | 12.21%-22.9pp |
| Employer contribution / active EE | $8,305 | $3,605+130.4% | $2,701+207.4% | $2,848+191.6% |
| Participant deferral / active EE | $7,255 | $4,200+72.7% | $3,817+90.1% | $4,806+51.0% |
| Admin fee / account holder | $165 | $89+86.1% | $3,224-94.9% | $133+24.4% |