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 | $59,402-20.9% | $93,654-49.8% | $74,546-37.0% |
| Participation rate | 75.6% | 59.7%+15.9pp | 68.7%+6.9pp | 67.2%+8.4pp |
| Annual return | 13.55% | 81.86%-68.3pp | 133.34%-119.8pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,185 | $1,265+72.8% | $2,421-9.7% | $2,624-16.7% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $38 | $3,023-98.8% | $8,282-99.5% | $1,944-98.1% |