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 LLC3 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $68,910 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $13,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,067 | $100,801+108.4% | $149,696+40.3% | $73,409+186.2% |
| Participation rate | 99.2% | 77.7%+21.5pp | 82.5%+16.7pp | 72.2%+27.0pp |
| Annual return | 23.63% | 265.34%-241.7pp | 276.60%-253.0pp | 59.29%-35.7pp |
| Employer contribution / active EE | $6,613 | $3,312+99.7% | $4,644+42.4% | $2,234+196.1% |
| Participant deferral / active EE | $10,556 | $6,404+64.8% | $6,842+54.3% | $3,805+177.4% |
| Admin fee / account holder | $95 | $181-47.2% | $9,309-99.0% | $158-39.6% |