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 5-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 | $8,478 |
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 | $39,098 | $65,376-40.2% | $87,100-55.1% | $65,185-40.0% |
| Participation rate | 78.1% | 75.3%+2.8pp | 76.9%+1.3pp | 70.2%+7.9pp |
| Annual return | 22.70% | 31.27%-8.6pp | 28.19%-5.5pp | 29.38%-6.7pp |
| Employer contribution / active EE | $712 | $1,822-60.9% | $2,521-71.8% | $2,177-67.3% |
| Participant deferral / active EE | $2,121 | $3,388-37.4% | $4,049-47.6% | $3,514-39.6% |
| Admin fee / account holder | $61 | $520-88.3% | $7,497-99.2% | $847-92.8% |