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 |
|---|---|---|
INVESTMENT ADVISORS CORP1 year Service code 16 140 SOUTH 68TH STREET · WEST DES MOINES, IA 50266 | Consulting | $124,918 |
CORRELL CO.1 year Service code 15 · EIN 36-3492086 | Recordkeeping | $43,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $88,869 | $46,966+89.2% | $185,117-52.0% | $69,631+27.6% |
| Participation rate | 69.7% | 65.3%+4.5pp | 77.3%-7.5pp | 70.7%-1.0pp |
| Annual return | 17.51% | 22.36%-4.9pp | 40.50%-23.0pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $3,384 | $1,360+148.8% | $4,182-19.1% | $2,032+66.5% |
| Participant deferral / active EE | $7,328 | $3,017+142.9% | $5,045+45.2% | $3,224+127.3% |
| Admin fee / account holder | $422 | $94+349.8% | $8,159-94.8% | $110+282.1% |