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 | $43,493 |
Filed as: CORRECT CAPITAL WEALTH MANAGEMENT, Service code 27 · EIN 83-1730027 | Advisory (Plan) | $23,109 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,189 | $99,957-42.8% | $149,696-61.8% | $73,488-22.2% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.5%+13.7pp | 70.7%+25.5pp |
| Annual return | 16.45% | 53.87%-37.4pp | 276.60%-260.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $619 | $3,191-80.6% | $4,644-86.7% | $2,270-72.7% |
| Participant deferral / active EE | $5,336 | $6,073-12.1% | $6,842-22.0% | $3,740+42.7% |
| Admin fee / account holder | $236 | $551-57.1% | $9,309-97.5% | $513-53.9% |