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 CORP7 years Service code 16 140 SOUTH 68TH STREET · WEST DES MOINES, IA 50266 | Consulting | $195,426 |
CORRELL CO.7 years Service code 15 · EIN 36-3492086 | Recordkeeping | $38,951 |
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.)
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 | $116,217 | $56,638+105.2% | $169,368-31.4% | $74,419+56.2% |
| Participation rate | 66.6% | 67.5%-0.9pp | 77.1%-10.6pp | 70.7%-4.2pp |
| Annual return | 17.93% | 24.75%-6.8pp | 405.60%-387.7pp | 34.38%-16.5pp |
| Employer contribution / active EE | $2,887 | $2,027+42.4% | $4,013-28.1% | $2,637+9.5% |
| Participant deferral / active EE | $7,635 | $4,223+80.8% | $6,221+22.7% | $4,528+68.6% |
| Admin fee / account holder | $549 | $307+79.1% | $9,003-93.9% | $348+57.8% |