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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,893 |
CAPITAL WEALTH MANAGEMENT9 years Filed as: CAPTIAL WEALTH MANAGEMENT, INC. Service code 15 · EIN 65-1226333 | Recordkeeping | $40,731 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return 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 | $32,142 | $50,982-37.0% | $154,803-79.2% | $85,563-62.4% |
| Participation rate | 95.3% | 59.8%+35.6pp | 78.1%+17.3pp | 66.0%+29.4pp |
| Annual return | 11.56% | 30.35%-18.8pp | 58.88%-47.3pp | 31.51%-20.0pp |
| Employer contribution / active EE | $1,107 | $1,708-35.2% | $4,305-74.3% | $2,654-58.3% |
| Participant deferral / active EE | $3,203 | $2,474+29.5% | $5,540-42.2% | $4,375-26.8% |
| Admin fee / account holder | $199 | $846-76.5% | $14,329-98.6% | $834-76.1% |