Filed June 12, 2026
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 LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,500 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $16,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,761 | $88,122+123.3% | $141,162+39.4% | $67,579+191.2% |
| Participation rate | 98.6% | 76.5%+22.2pp | 82.5%+16.2pp | 71.3%+27.3pp |
| Annual return | 29.23% | 75.40%-46.2pp | 71.39%-42.2pp | 378.56%-349.3pp |
| Employer contribution / active EE | $6,332 | $3,224+96.4% | $4,735+33.7% | $2,148+194.8% |
| Participant deferral / active EE | $9,431 | $5,958+58.3% | $6,709+40.6% | $3,539+166.5% |
| Admin fee / account holder | $89 | $131-32.4% | $10,261-99.1% | $142-37.8% |