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 MANAGEMENT9 years Service code 27 1300 DIVISION RD · WEST WARWICK, RI 02893 | Advisory (Plan) | $36,756 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,279 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,415 | $59,417-42.1% | $93,606-63.2% | $74,495-53.8% |
| Participation rate | 91.4% | 59.7%+31.7pp | 68.7%+22.7pp | 67.2%+24.2pp |
| Annual return | 11.02% | 81.83%-70.8pp | 133.20%-122.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,801 | $1,264+42.5% | $2,420-25.6% | $2,623-31.4% |
| Participant deferral / active EE | $3,581 | $3,050+17.4% | $4,411-18.8% | $4,346-17.6% |
| Admin fee / account holder | $279 | $3,021-90.8% | $8,285-96.6% | $1,942-85.6% |