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 | $43,381 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $16,530 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,280 |
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 | $61,506 | $72,254-14.9% | $86,677-29.0% | $64,808-5.1% |
| Participation rate | 70.9% | 80.4%-9.5pp | 76.6%-5.7pp | 71.5%-0.6pp |
| Annual return | -14.57% | 392.42%-407.0pp | 35.91%-50.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,445 | $2,393-39.6% | $2,836-49.1% | $2,506-42.3% |
| Participant deferral / active EE | $4,950 | $4,658+6.3% | $4,656+6.3% | $4,310+14.8% |
| Admin fee / account holder | $50 | $174-71.4% | $7,493-99.3% | $188-73.5% |