Filed October 29, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $171,878 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 16 · EIN 26-0058143 | Consulting | $71,606 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $46,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,062 | $131,153+18.2% | $101,326+53.0% | $102,872+50.7% |
| Participation rate | 97.3% | 80.8%+16.6pp | 81.5%+15.8pp | 73.0%+24.3pp |
| Annual return | 21.18% | 23.05%-1.9pp | 36.82%-15.6pp | 19.06%+2.1pp |
| Employer contribution / active EE | $5,486 | $3,900+40.7% | $3,665+49.7% | $3,526+55.6% |
| Participant deferral / active EE | $13,640 | $10,801+26.3% | $7,994+70.6% | $5,535+146.4% |
| Admin fee / account holder | $42 | $140-70.0% | $11,185-99.6% | $292-85.7% |