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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC8+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $76,295 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,665 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$45,202 |
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 | $114,997 | $46,292+148.4% | $143,757-20.0% | $64,808+77.4% |
| Participation rate | 98.1% | 64.2%+33.9pp | 80.3%+17.8pp | 71.5%+26.7pp |
| Annual return | -18.05% | -10.05%-8.0pp | -0.04%-18.0pp | 32.82%-50.9pp |
| Employer contribution / active EE | $7,781 | $1,910+307.5% | $4,951+57.2% | $2,506+210.5% |
| Participant deferral / active EE | $5,157 | $2,646+94.9% | $5,637-8.5% | $4,310+19.6% |
| Admin fee / account holder | $55 | $154-64.0% | $14,673-99.6% | $188-70.6% |