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 LLC4 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,904 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,653 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,484 | $104,317+106.6% | $159,436+35.2% | $86,799+148.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 17.67% | 26.32%-8.7pp | 263.57%-245.9pp | 97.91%-80.2pp |
| Employer contribution / active EE | $8,646 | $3,451+150.6% | $4,829+79.0% | $2,405+259.4% |
| Participant deferral / active EE | $13,260 | $6,837+93.9% | $7,352+80.4% | $4,131+221.0% |
| Admin fee / account holder | $50 | $172-70.7% | $10,799-99.5% | $170-70.2% |