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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.
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| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.10+ years Service code 64 · EIN 36-3492086 | Recordkeeping Fees | $34,199 |
Filed as: PRICE WATERHOUSE COMPANY Service code 10 · EIN 13-4008324 | Accounting | $33,018 |
CORRELL CO. INVESTMENT SERVICES10+ years Filed as: CORRELL CO. INVESTMENT SERVICES COR Service code 28 · EIN 36-3400965 | Investment Management | $16,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,153 | $44,897+54.0% | $84,966-18.6% | $199,593-65.4% |
| Participation rate | 5.9% | 45.7%-39.8pp | 67.5%-61.6pp | 72.0%-66.0pp |
| Annual return | 12.68% | 20.96%-8.3pp | 66.38%-53.7pp | 34.25%-21.6pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $295 | $2,668-88.9% | $4,519-93.5% | $5,087-94.2% |
| Admin fee / account holder | $178 | $584-69.5% | $6,149-97.1% | $269-33.8% |