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 CORP4 years Service code 16 140 SOUTH 68TH STREET · WEST DES MOINES, IA 50266 | Consulting | $174,377 |
CORRELL CO.4 years Service code 15 · EIN 36-3492086 | Recordkeeping | $42,202 |
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.)
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 | $107,006 | $56,152+90.6% | $185,823-42.4% | $73,409+45.8% |
| Participation rate | 69.6% | 67.6%+2.1pp | 78.0%-8.4pp | 72.2%-2.5pp |
| Annual return | 19.26% | 17.59%+1.7pp | 35.95%-16.7pp | 59.29%-40.0pp |
| Employer contribution / active EE | $3,519 | $1,532+129.8% | $4,087-13.9% | $2,234+57.6% |
| Participant deferral / active EE | $7,900 | $3,659+115.9% | $5,632+40.3% | $3,805+107.6% |
| Admin fee / account holder | $499 | $132+277.9% | $9,500-94.7% | $158+216.1% |