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 |
|---|---|---|
CAPITAL WEALTH MANAGEMENT1+ years Filed as: CAPITAL WEALTH MANAGEMENT, INC Service code 27 · EIN 65-1226333 | Advisory (Plan) | $20,585 |
ALERUS FINANCIAL, N.A.1+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $10,928 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,158 | $38,595-40.0% | $80,004-71.1% | $52,331-55.7% |
| Participation rate | 37.8% | 64.5%-26.7pp | 73.0%-35.2pp | 68.1%-30.3pp |
| Annual return | 0.55% | 2.04%-1.5pp | 7.63%-7.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $335 | $1,133-70.4% | $2,473-86.4% | $1,882-82.2% |
| Participant deferral / active EE | $1,456 | $2,318-37.2% | $3,204-54.6% | $3,022-51.8% |
| Admin fee / account holder | $256 | $304-15.8% | $5,033-94.9% | $592-56.7% |