See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPITAL WEALTH MANAGEMENT10+ years Filed as: CAPITAL WEALTH MANAGEMENT, INC Service code 27 · EIN 65-1226333 | Advisory (Plan) | $84,772 |
BPAS7 years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $78,396 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,072 | $89,436-64.1% | $164,813-80.5% | $77,643-58.7% |
| Participation rate | 98.0% | 78.6%+19.4pp | 78.6%+19.4pp | 70.6%+27.4pp |
| Annual return | 18.04% | 28.83%-10.8pp | 69.93%-51.9pp | 31.24%-13.2pp |
| Employer contribution / active EE | $1,758 | $2,569-31.6% | $4,341-59.5% | $2,726-35.5% |
| Participant deferral / active EE | $2,886 | $4,897-41.1% | $6,031-52.2% | $4,647-37.9% |
| Admin fee / account holder | $201 | $339-40.7% | $12,690-98.4% | $430-53.3% |