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.5+ years Service code 13 · EIN 36-3492086 | Contract Administrator | $140,977 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $28,066 |
WILLIAMS KEEPERS LLC5+ years Service code 10 · EIN 43-1126847 | Accounting | $14,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,963 | $97,954-41.8% | $115,157-50.5% | $77,787-26.8% |
| Participation rate | 78.4% | 52.3%+26.1pp | 75.9%+2.5pp | 73.2%+5.2pp |
| Annual return | -9.34% | 23.95%-33.3pp | 35.60%-44.9pp | 32.57%-41.9pp |
| Employer contribution / active EE | $598 | $927-35.5% | $3,179-81.2% | $2,504-76.1% |
| Participant deferral / active EE | $3,239 | $1,655+95.7% | $4,168-22.3% | $3,967-18.4% |
| Admin fee / account holder | $92 | $347-73.6% | $7,088-98.7% | $100-8.3% |