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 |
|---|---|---|
CAPITAL WEALTH MANAGEMENT2 years Service code 27 · EIN 65-1226333 | Advisory (Plan) | $26,418 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $24,986 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,956 | $55,415+201.3% | $155,509+7.4% | $74,495+124.1% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 12.01% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $3,174 | $2,267+40.0% | $4,672-32.1% | $2,623+21.0% |
| Participant deferral / active EE | $6,097 | $2,836+115.0% | $5,626+8.4% | $4,346+40.3% |
| Admin fee / account holder | $359 | $1,738-79.3% | $15,912-97.7% | $1,942-81.5% |