Filed December 18, 2025 (most recent of 5 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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,200 |
Filed as: BLUE CROSS AND BLUE SHIELD ASSOCIAT Service code 13 · EIN 13-5656874 | Contract Administrator | $46,270 |
GRAY CALLISON & CO2+ years Filed as: GRAY CALLISON & CO PA Service code 10 · EIN 56-1285792 | Accounting | $9,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$180,469 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,969 | $80,354+3.3% | $133,980-38.1% | $63,975+29.7% |
| Participation rate | 96.5% | 87.5%+9.0pp | 87.1%+9.4pp | 71.1%+25.4pp |
| Annual return | 7.90% | 13.11%-5.2pp | 29.30%-21.4pp | 48.65%-40.7pp |
| Employer contribution / active EE | $5,975 | $3,503+70.5% | $5,211+14.6% | $2,182+173.9% |
| Participant deferral / active EE | $4,723 | $5,239-9.8% | $6,282-24.8% | $3,356+40.7% |
| Admin fee / account holder | $31 | $69-55.0% | $9,324-99.7% | $70-55.7% |