Filed April 20, 2026 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $436,857 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,629 | $145,516+6.9% | $184,203-15.5% | $99,062+57.1% |
| Participation rate | 99.0% | 90.3%+8.7pp | 86.8%+12.1pp | 71.6%+27.4pp |
| Annual return | 15.47% | 21.23%-5.8pp | 28.81%-13.3pp | 17.66%-2.2pp |
| Employer contribution / active EE | $7,085 | $5,354+32.3% | $6,427+10.2% | $3,262+117.2% |
| Participant deferral / active EE | $7,123 | $8,423-15.4% | $9,131-22.0% | $5,331+33.6% |
| Admin fee / account holder | $48 | $78-37.7% | $13,901-99.7% | $109-55.6% |