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 | $7,482 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,563 | $99,078-28.8% | $96,544-26.9% | $74,419-5.2% |
| Participation rate | 77.4% | 80.7%-3.3pp | 76.0%+1.4pp | 70.7%+6.7pp |
| Annual return | 25.51% | 22.48%+3.0pp | 25.84%-0.3pp | 34.38%-8.9pp |
| Employer contribution / active EE | $1,704 | $2,570-33.7% | $2,965-42.5% | $2,637-35.4% |
| Participant deferral / active EE | $5,322 | $4,933+7.9% | $4,851+9.7% | $4,528+17.5% |
| Admin fee / account holder | $81 | $225-63.9% | $8,252-99.0% | $348-76.7% |