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 | $97,382 |
Filed as: CORRELL CO INVESTMENT SERVICES CORP Service code 22 | Insurance Broker | $77,776 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 5525 GREEN BAY ROAD · KENOSHA, WI 53142 | Recordkeeping | $14,828 |
Service code 27 · EIN 61-1732930 35 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $6,105 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,945 | $89,904+17.8% | $453,369-76.6% | $86,799+22.1% |
| Participation rate | 82.5% | 75.7%+6.8pp | 78.0%+4.5pp | 72.3%+10.2pp |
| Annual return | 11.27% | 19.72%-8.5pp | 64.40%-53.1pp | 97.91%-86.6pp |
| Employer contribution / active EE | $2,419 | $3,279-26.2% | $4,070-40.6% | $2,405+0.6% |
| Participant deferral / active EE | $2,836 | $5,114-44.5% | $6,209-54.3% | $4,131-31.3% |
| Admin fee / account holder | $417 | $156+167.6% | $11,209-96.3% | $170+145.8% |