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: CORRECT CAPITAL WEALTH MGMT Service code 99 · EIN 83-1730027 | Other Fees | $46,212 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $19,221 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,937 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,034 | $185,342-55.2% | $111,297-25.4% | $86,799-4.3% |
| Participation rate | 70.1% | 81.0%-10.8pp | 77.3%-7.2pp | 72.3%-2.1pp |
| Annual return | 21.19% | 500.80%-479.6pp | 54.65%-33.5pp | 97.91%-76.7pp |
| Employer contribution / active EE | $1,479 | $2,246-34.2% | $2,731-45.9% | $2,405-38.5% |
| Participant deferral / active EE | $4,660 | $4,458+4.5% | $4,487+3.8% | $4,131+12.8% |
| Admin fee / account holder | $69 | $255-73.2% | $7,964-99.1% | $170-59.6% |