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 CORP2 years Service code 16 140 SOUTH 68TH STREET · WEST DES MOINES, IA 50266 | Consulting | $181,443 |
CORRELL CO.2 years Service code 15 · EIN 36-3492086 | Recordkeeping | $41,132 |
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 | $80,393 | $42,810+87.8% | $169,463-52.6% | $55,725+44.3% |
| Participation rate | 69.2% | 64.7%+4.4pp | 77.8%-8.6pp | 70.9%-1.7pp |
| Annual return | -3.36% | -3.61%+0.3pp | 1.83%-5.2pp | 244.93%-248.3pp |
| Employer contribution / active EE | $3,369 | $1,402+140.3% | $4,159-19.0% | $2,078+62.1% |
| Participant deferral / active EE | $7,242 | $3,141+130.5% | $5,277+37.2% | $3,356+115.8% |
| Admin fee / account holder | $521 | $106+389.5% | $9,109-94.3% | $115+352.6% |