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 |
|---|---|---|
CORRELL CO.6+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $12,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $98,920 | $99,957-1.0% | $149,696-33.9% | $73,488+34.6% |
| Participation rate | 55.6% | 75.7%-20.1pp | 82.5%-26.8pp | 70.7%-15.0pp |
| Annual return | 15.28% | 53.87%-38.6pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,276 | $3,191-60.0% | $4,644-72.5% | $2,270-43.8% |
| Participant deferral / active EE | $6,143 | $6,073+1.2% | $6,842-10.2% | $3,740+64.3% |
| Admin fee / account holder | $117 | $551-78.7% | $9,309-98.7% | $513-77.1% |