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.7+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $16,693 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,895 | $104,475+2.3% | $159,436-33.0% | $79,386+34.7% |
| Participation rate | 52.4% | 76.6%-24.2pp | 82.8%-30.4pp | 70.7%-18.3pp |
| Annual return | 15.88% | 67.95%-52.1pp | 263.57%-247.7pp | 116.85%-101.0pp |
| Employer contribution / active EE | $1,222 | $3,417-64.2% | $4,829-74.7% | $2,427-49.7% |
| Participant deferral / active EE | $6,114 | $6,467-5.5% | $7,352-16.8% | $4,046+51.1% |
| Admin fee / account holder | $170 | $711-76.1% | $10,799-98.4% | $626-72.9% |