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, LLC Service code 15 · EIN 36-4885141 | Recordkeeping | $19,108 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,393 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,398 | $62,586-25.9% | $76,768-39.6% | $64,186-27.7% |
| Participation rate | 58.0% | 72.8%-14.8pp | 77.0%-19.0pp | 69.6%-11.6pp |
| Annual return | -17.41% | -1.95%-15.5pp | 2.43%-19.8pp | 7.63%-25.0pp |
| Employer contribution / active EE | $1,319 | $1,832-28.0% | $2,485-46.9% | $2,381-44.6% |
| Participant deferral / active EE | $2,791 | $3,145-11.3% | $3,852-27.5% | $3,470-19.6% |
| Admin fee / account holder | $315 | $4,667-93.2% | $6,675-95.3% | $4,888-93.5% |