Filed June 2, 2026 (most recent of 3 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 Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $18,288 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,003 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,303 |
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 | $111,657 | $37,196+200.2% | $154,107-27.5% | $55,725+100.4% |
| Participation rate | 98.8% | 64.1%+34.7pp | 83.0%+15.7pp | 70.9%+27.9pp |
| Annual return | -5.50% | 1319.68%-1325.2pp | 735.12%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $7,599 | $1,614+370.8% | $5,298+43.4% | $2,078+265.6% |
| Participant deferral / active EE | $4,636 | $2,068+124.1% | $5,081-8.8% | $3,356+38.1% |
| Admin fee / account holder | $50 | $102-50.6% | $13,411-99.6% | $115-56.4% |