Filed December 29, 2025 (most recent of 3 filings on file)
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 |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $57,796 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $28,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $39,525 | $56,102-29.5% | $101,794-61.2% | $102,872-61.6% |
| Participation rate | 62.7% | 70.4%-7.6pp | 69.2%-6.5pp | 73.0%-10.3pp |
| Annual return | 17.32% | 14.06%+3.3pp | 30.53%-13.2pp | 19.06%-1.7pp |
| Employer contribution / active EE | $1,665 | $1,380+20.6% | $2,289-27.3% | $3,526-52.8% |
| Participant deferral / active EE | $1,273 | $2,801-54.6% | $4,084-68.8% | $5,535-77.0% |
| Admin fee / account holder | $110 | $262-57.9% | $8,777-98.7% | $292-62.2% |