See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,997 |
Filed as: CORRECT CAPITAL WEALTH MANAGEMENT, Service code 27 · EIN 83-1730027 | Advisory (Plan) | $30,697 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,045 | $102,317-15.9% | $146,958-41.4% | $80,856+6.4% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 12.29% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,331 | $3,713+16.6% | $4,933-12.2% | $2,755+57.2% |
| Participant deferral / active EE | $11,944 | $6,644+79.8% | $8,070+48.0% | $4,296+178.0% |
| Admin fee / account holder | $395 | $7,941-95.0% | $12,998-97.0% | $6,918-94.3% |