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 MANAGEMENT8 years Filed as: CAPITAL WEALTH MANAGEMENT, INC Service code 27 · EIN 65-1226333 | Advisory (Plan) | $30,983 |
Filed as: BENEFIT PLAN ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 10019 | Recordkeeping | $29,070 |
Filed as: KAHN, LITWIN, RENZA & CO., LTD. Service code 10 · EIN 05-0409384 951 NORTH MAIN STREET · PROVIDENCE, RI 02904 | Accounting | $14,838 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,750 |
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 | $124,382 | $54,705+127.4% | $71,209+74.7% | $84,808+46.7% |
| Participation rate | 95.9% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.6pp |
| Annual return | 14.11% | 35.90%-21.8pp | 282.51%-268.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $9,807 | $2,158+354.5% | $2,721+260.4% | $2,631+272.7% |
| Participant deferral / active EE | $9,537 | $3,030+214.7% | $4,175+128.4% | $4,212+126.4% |
| Admin fee / account holder | $490 | $4,863-89.9% | $5,349-90.8% | $7,344-93.3% |