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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $350,829 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $79,568 |
ZELENKOFSKE AXELROD LLC9+ years Service code 10 · EIN 23-3022325 | Accounting | $24,900 |
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 | $173,810 | $105,179+65.3% | $64,056+171.3% | $80,160+116.8% |
| Participation rate | 73.7% | 73.5%+0.1pp | 72.3%+1.3pp | 72.9%+0.7pp |
| Annual return | 13.94% | 20.34%-6.4pp | 33.69%-19.7pp | 40.38%-26.4pp |
| Employer contribution / active EE | $5,814 | $3,311+75.6% | $2,747+111.7% | $2,978+95.2% |
| Participant deferral / active EE | $5,309 | $4,020+32.0% | $3,880+36.8% | $5,017+5.8% |
| Admin fee / account holder | $230 | $113+103.2% | $3,068-92.5% | $145+58.8% |