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 MANAGEMENT5+ years Filed as: CAPITAL WEALTH MANAGEMENT, INC Service code 27 · EIN 65-1226333 | Advisory (Plan) | $31,583 |
BPAS2 years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $27,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,989 | $69,159-45.1% | $125,175-69.7% | $67,579-43.8% |
| Participation rate | 48.9% | 78.2%-29.3pp | 79.8%-30.9pp | 71.3%-22.4pp |
| Annual return | 24.30% | 27.12%-2.8pp | 43.79%-19.5pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,043 | $2,023-48.5% | $3,865-73.0% | $2,148-51.4% |
| Participant deferral / active EE | $1,948 | $3,700-47.4% | $4,937-60.5% | $3,539-45.0% |
| Admin fee / account holder | $213 | $142+50.4% | $9,702-97.8% | $142+49.9% |