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 MANAGEMENT5 years Filed as: CAPTIAL WEALTH MANAGEMENT, INC. Service code 15 · EIN 65-1226333 | Recordkeeping | $23,690 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,329 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,368 | $54,590-31.5% | $81,930-54.4% | $73,488-49.2% |
| Participation rate | 79.9% | 68.3%+11.6pp | 72.0%+7.9pp | 70.7%+9.2pp |
| Annual return | 15.07% | 17.74%-2.7pp | 29.49%-14.4pp | 28.51%-13.4pp |
| Employer contribution / active EE | $258 | $1,636-84.2% | $4,310-94.0% | $2,270-88.6% |
| Participant deferral / active EE | $2,366 | $2,759-14.2% | $7,107-66.7% | $3,740-36.7% |
| Admin fee / account holder | $274 | $592-53.7% | $5,158-94.7% | $513-46.6% |