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 |
|---|---|---|
Service code 15 · EIN 13-3689044 6400 C ST SW · CEDAR RAPIDS, IA 52404 | Recordkeeping | $32,510 |
Filed as: CORRELL CO INVESTMENT SERVICES CORP Service code 22 | Insurance Broker | $26,810 |
Filed as: THE BENEFITS CONSULTING GROUP Service code 15 · EIN 36-3533281 53 W JACKSON BLVD · CHICAGO, IL 60604 | Recordkeeping | $14,368 |
NATIONWIDE5+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $14,017 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5525 GREEN BAY RD SUITE 200 · KENOSHA, WI 53144 | Recordkeeping | $2,955 |
Filed as: CORRELL CO INVESTMENT SERVICES CO Service code 22 · EIN 36-3400965 9655 S 78TH AVE · HICKORY HILLS, IL 60457 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,072 | $75,419-20.3% | $392,568-84.7% | $67,579-11.1% |
| Participation rate | 79.7% | 74.8%+4.9pp | 78.1%+1.7pp | 71.3%+8.4pp |
| Annual return | 26.57% | 36.70%-10.1pp | 24.42%+2.1pp | 378.56%-352.0pp |
| Employer contribution / active EE | $1,785 | $2,636-32.3% | $3,783-52.8% | $2,148-16.9% |
| Participant deferral / active EE | $1,999 | $4,347-54.0% | $5,985-66.6% | $3,539-43.5% |
| Admin fee / account holder | $307 | $114+169.7% | $6,260-95.1% | $142+115.7% |