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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $358,397 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $81,954 |
ZELENKOFSKE AXELROD LLC10+ 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 | $186,987 | $113,293+65.0% | $67,502+177.0% | $199,593-6.3% |
| Participation rate | 73.8% | 73.3%+0.4pp | 72.9%+0.9pp | 72.0%+1.8pp |
| Annual return | 11.13% | 15.88%-4.8pp | 3512.12%-3501.0pp | 34.25%-23.1pp |
| Employer contribution / active EE | $6,149 | $3,401+80.8% | $2,731+125.2% | $3,034+102.6% |
| Participant deferral / active EE | $5,422 | $4,159+30.4% | $4,000+35.6% | $5,087+6.6% |
| Admin fee / account holder | $234 | $103+128.1% | $3,998-94.2% | $269-13.0% |