Filed December 1, 2025
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 | $199,903 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,705 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,330 | $110,299-29.9% | $102,423-24.5% | $199,593-61.3% |
| Participation rate | 94.4% | 86.3%+8.1pp | 76.5%+17.9pp | 72.0%+22.4pp |
| Annual return | 13.94% | 35.73%-21.8pp | 29.32%-15.4pp | 34.25%-20.3pp |
| Employer contribution / active EE | $1,880 | $3,603-47.8% | $3,023-37.8% | $3,034-38.0% |
| Participant deferral / active EE | $6,084 | $6,376-4.6% | $5,053+20.4% | $5,087+19.6% |
| Admin fee / account holder | $116 | $122-4.9% | $9,451-98.8% | $269-56.7% |