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 MANAGEMENT3 years Filed as: CAPITAL WEALTH MANAGEMENT, INC Service code 27 · EIN 65-1226333 | Advisory (Plan) | $61,281 |
Filed as: BENEFIT PLAN ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 10019 | Recordkeeping | $26,939 |
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 | $88,936 | $66,124+34.5% | $90,404-1.6% | $73,488+21.0% |
| Participation rate | 93.7% | 69.7%+24.0pp | 72.7%+21.0pp | 70.7%+23.0pp |
| Annual return | 18.43% | 17.65%+0.8pp | 1293.02%-1274.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $6,642 | $2,346+183.1% | $3,262+103.6% | $2,270+192.6% |
| Participant deferral / active EE | $6,747 | $3,039+122.0% | $3,963+70.2% | $3,740+80.4% |
| Admin fee / account holder | $410 | $396+3.6% | $5,611-92.7% | $513-20.0% |