Filed May 27, 2026 (most recent of 2 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $99,274 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,822 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,639 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $25,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,413 | $145,877+119.6% | $150,045+113.5% | $102,872+211.5% |
| Participation rate | 71.0% | 79.8%-8.9pp | 82.3%-11.3pp | 73.0%-2.0pp |
| Annual return | 16.17% | 21.37%-5.2pp | 62.55%-46.4pp | 19.06%-2.9pp |
| Employer contribution / active EE | $6,548 | $4,710+39.0% | $4,693+39.5% | $3,526+85.7% |
| Participant deferral / active EE | $11,379 | $9,491+19.9% | $7,997+42.3% | $5,535+105.6% |
| Admin fee / account holder | $113 | $176-35.9% | $13,435-99.2% | $292-61.4% |