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 |
|---|---|---|
Filed as: CORRECT CAPITAL WEALTH MANAGEMENT L Service code 15 · EIN 83-1730027 | Recordkeeping | $66,557 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,840 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,209 | $52,670+27.6% | $90,404-25.7% | $73,409-8.4% |
| Participation rate | 96.7% | 67.7%+29.0pp | 72.7%+24.0pp | 72.2%+24.5pp |
| Annual return | 25.93% | 20.70%+5.2pp | 1293.02%-1267.1pp | 59.29%-33.4pp |
| Employer contribution / active EE | $1,237 | $1,872-33.9% | $3,262-62.1% | $2,234-44.6% |
| Participant deferral / active EE | $3,407 | $2,807+21.4% | $3,963-14.0% | $3,805-10.5% |
| Admin fee / account holder | $243 | $117+108.2% | $5,611-95.7% | $158+54.0% |