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 4-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: CAPITAL WEALTH ALLIANCE Service code 99 · EIN 83-1521174 | Other Fees | $31,594 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,114 | $89,248-36.0% | $136,007-58.0% | $74,495-23.3% |
| Participation rate | 97.8% | 69.4%+28.4pp | 76.5%+21.3pp | 67.2%+30.6pp |
| Annual return | 14.62% | 22.76%-8.1pp | 579.32%-564.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $16,459 | $2,838+480.0% | $4,217+290.3% | $2,623+527.5% |
| Participant deferral / active EE | $11,526 | $4,598+150.7% | $7,025+64.1% | $4,346+165.2% |
| Admin fee / account holder | $407 | $1,545-73.7% | $6,858-94.1% | $1,942-79.1% |