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 LLC5 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,956 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,304 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,444 | $82,202+74.5% | $125,339+14.4% | $64,808+121.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -18.96% | 3.48%-22.4pp | 572.05%-591.0pp | 32.82%-51.8pp |
| Employer contribution / active EE | $7,009 | $3,615+93.9% | $4,814+45.6% | $2,506+179.7% |
| Participant deferral / active EE | $12,019 | $7,175+67.5% | $7,446+61.4% | $4,310+178.8% |
| Admin fee / account holder | $60 | $163-63.5% | $10,010-99.4% | $188-68.3% |