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.10+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $12,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,998 | $59,417-20.9% | $93,606-49.8% | $74,495-36.9% |
| Participation rate | 75.6% | 59.7%+16.0pp | 68.7%+6.9pp | 67.2%+8.4pp |
| Annual return | 13.55% | 81.83%-68.3pp | 133.20%-119.7pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,185 | $1,264+72.9% | $2,420-9.7% | $2,623-16.7% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $38 | $3,021-98.8% | $8,285-99.5% | $1,942-98.1% |