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 | $50,111 |
Filed as: CORRECT CAPITAL WEALTH MANAGEMENT, Service code 27 · EIN 83-1730027 | Advisory (Plan) | $27,991 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,514 | $84,487-34.3% | $125,339-55.7% | $66,914-17.0% |
| Participation rate | 98.1% | 76.4%+21.7pp | 82.4%+15.8pp | 69.8%+28.3pp |
| Annual return | -13.94% | -8.39%-5.5pp | 572.05%-586.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,315 | $3,553-34.8% | $4,814-51.9% | $2,544-9.0% |
| Participant deferral / active EE | $8,106 | $6,781+19.5% | $7,446+8.9% | $4,237+91.3% |
| Admin fee / account holder | $258 | $685-62.3% | $10,010-97.4% | $593-56.5% |