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 |
|---|---|---|
CORRELL CO.2 years Service code 24 · EIN 36-3492086 | Discretionary Trustee | $10,114 |
Service code 28 · EIN 36-3400965 | Investment Management | $7,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,365 | $63,299-3.1% | $91,001-32.6% | $62,292-1.5% |
| Participation rate | 44.8% | 73.3%-28.5pp | 75.6%-30.8pp | 69.5%-24.7pp |
| Annual return | 13.55% | 20.99%-7.4pp | 4.60%+9.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $914 | $1,807-49.4% | $2,456-62.8% | $2,042-55.3% |
| Participant deferral / active EE | $2,119 | $2,943-28.0% | $3,547-40.3% | $3,169-33.1% |
| Admin fee / account holder | $204 | $468-56.4% | $5,417-96.2% | $479-57.4% |