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, LLC9+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $72,500 |
SULLIVAN, SHEARIN & COMPANY5 years Service code 10 · EIN 56-1350306 | Accounting | $16,000 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,369 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$50,858 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,322 | $47,126+189.3% | $149,673-8.9% | $74,419+83.2% |
| Participation rate | 94.8% | 63.4%+31.4pp | 78.8%+16.1pp | 70.7%+24.1pp |
| Annual return | 19.87% | 22.75%-2.9pp | 134.42%-114.5pp | 34.38%-14.5pp |
| Employer contribution / active EE | $7,734 | $1,905+305.9% | $4,818+60.5% | $2,637+193.3% |
| Participant deferral / active EE | $4,955 | $2,728+81.6% | $5,680-12.8% | $4,528+9.4% |
| Admin fee / account holder | $63 | $343-81.7% | $13,210-99.5% | $348-82.0% |