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.1 year Service code 15 · EIN 36-3492086 | Recordkeeping | $25,176 |
Service code 28 · EIN 36-3400965 | Investment Management | $7,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,814 | $54,573-25.2% | $90,951-55.1% | $73,488-44.5% |
| Participation rate | 51.8% | 61.2%-9.4pp | 69.0%-17.3pp | 70.7%-18.9pp |
| Annual return | 23.36% | 16.69%+6.7pp | 134.60%-111.2pp | 28.51%-5.2pp |
| Employer contribution / active EE | $955 | $991-3.7% | $2,122-55.0% | $2,270-57.9% |
| Participant deferral / active EE | $2,574 | $2,517+2.3% | $3,373-23.7% | $3,740-31.2% |
| Admin fee / account holder | $211 | $521-59.6% | $5,959-96.5% | $513-59.0% |