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 |
|---|---|---|
Filed as: CORRECT CAPITAL WEALTH MANAGEMENT L Service code 15 · EIN 83-1730027 | Recordkeeping | $85,390 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $78,252 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,185 | $65,908-16.3% | $81,812-32.5% | $77,643-28.9% |
| Participation rate | 96.4% | 65.8%+30.6pp | 72.3%+24.0pp | 70.6%+25.8pp |
| Annual return | 13.84% | 26.64%-12.8pp | 773.79%-760.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,283 | $2,370-45.9% | $2,912-55.9% | $2,726-52.9% |
| Participant deferral / active EE | $4,409 | $3,505+25.8% | $4,319+2.1% | $4,647-5.1% |
| Admin fee / account holder | $290 | $526-45.0% | $7,386-96.1% | $430-32.7% |