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 |
|---|---|---|
Filed as: CAPITAL WEALTH MANAGEMENT, INC Service code 27 · EIN 65-1226333 | Advisory (Plan) | $48,067 |
Filed as: BENEFIT PLAN ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 10019 | Recordkeeping | $21,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,523 | $44,873+37.1% | $79,464-22.6% | $56,287+9.3% |
| Participation rate | 88.9% | 68.7%+20.1pp | 73.3%+15.5pp | 69.9%+19.0pp |
| Annual return | -3.97% | 0.81%-4.8pp | 718.14%-722.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $6,545 | $2,140+205.8% | $2,800+133.7% | $2,111+210.0% |
| Participant deferral / active EE | $6,583 | $2,746+139.8% | $3,704+77.7% | $3,350+96.5% |
| Admin fee / account holder | $359 | $418-14.1% | $5,113-93.0% | $521-31.0% |