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 | $84,009 |
Filed as: CORRELL CO INVESTMENT SERVICES CORP Service code 22 | Insurance Broker | $63,325 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 15 · EIN 39-1915811 5117 GREEN BAY ROAD · KENOSHA, WI 53144 | Recordkeeping | $17,431 |
Service code 27 · EIN 20-1409613 35 EAST WACKER DRIVE · CHICAGO, IL 60601 | Advisory (Plan) | $5,003 |
Filed as: CORRELL CO INVESTMENT SERVICES CO Service code 22 · EIN 36-3400965 9655 S 78TH AVE · HICKORY HILLS, IL 60457 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,235 | $82,978+19.6% | $130,231-23.8% | $74,419+33.3% |
| Participation rate | 50.0% | 73.7%-23.7pp | 76.3%-26.3pp | 70.7%-20.7pp |
| Annual return | 16.99% | 123.05%-106.1pp | 38.77%-21.8pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,887 | $3,391-44.3% | $4,126-54.3% | $2,637-28.4% |
| Participant deferral / active EE | $2,673 | $5,370-50.2% | $6,799-60.7% | $4,528-41.0% |
| Admin fee / account holder | $393 | $354+10.9% | $6,020-93.5% | $348+12.9% |