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.3 years Service code 24 · EIN 36-3492086 | Discretionary Trustee | $14,041 |
Service code 28 · EIN 36-3400965 | Investment Management | $4,476 |
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 | $61,578 | $58,083+6.0% | $80,019-23.0% | $56,287+9.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 75.8%-25.8pp | 69.9%-19.9pp |
| Annual return | -2.94% | 34.61%-37.5pp | 11.22%-14.2pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,108 | $1,932-42.7% | $2,468-55.1% | $2,111-47.5% |
| Participant deferral / active EE | $2,653 | $3,135-15.4% | $3,686-28.0% | $3,350-20.8% |
| Admin fee / account holder | $199 | $623-68.0% | $6,521-96.9% | $521-61.8% |