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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $595,817 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $72,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,199 | $122,602-2.0% | $177,821-32.4% | $93,223+28.9% |
| Participation rate | 99.5% | 91.3%+8.2pp | 87.7%+11.8pp | 74.9%+24.6pp |
| Annual return | 16.02% | 22.53%-6.5pp | 48.32%-32.3pp | 19.29%-3.3pp |
| Employer contribution / active EE | $6,077 | $4,338+40.1% | $5,918+2.7% | $2,680+126.8% |
| Participant deferral / active EE | $5,746 | $7,134-19.5% | $7,714-25.5% | $4,563+25.9% |
| Admin fee / account holder | $77 | $62+24.7% | $12,427-99.4% | $79-3.0% |