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 |
|---|---|---|
CAPITAL WEALTH MANAGEMENT7 years Filed as: CAPTIAL WEALTH MANAGEMENT, INC. Service code 15 · EIN 65-1226333 | Recordkeeping | $27,222 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,171 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $24,491 | $50,199-51.2% | $70,092-65.1% | $66,914-63.4% |
| Participation rate | 90.0% | 66.3%+23.7pp | 70.5%+19.6pp | 69.8%+20.2pp |
| Annual return | -16.96% | -13.85%-3.1pp | 190.73%-207.7pp | 1.58%-18.5pp |
| Employer contribution / active EE | $843 | $1,864-54.8% | $2,559-67.1% | $2,544-66.9% |
| Participant deferral / active EE | $3,186 | $3,112+2.4% | $3,849-17.2% | $4,237-24.8% |
| Admin fee / account holder | $208 | $600-65.3% | $6,267-96.7% | $593-64.9% |