See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CORRELL CO.10+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $348,111 |
ADP BROKER-DEALER9 years Filed as: PENSION CONSULTANTS, INC. Service code 17 · EIN 43-1685158 | Pension Consulting | $81,979 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,407 | $148,970-72.9% | $136,007-70.3% | $199,593-79.8% |
| Participation rate | 76.1% | 79.4%-3.3pp | 76.5%-0.4pp | 72.0%+4.1pp |
| Annual return | 16.57% | 27.07%-10.5pp | 579.32%-562.7pp | 34.25%-17.7pp |
| Employer contribution / active EE | $1,677 | $3,561-52.9% | $4,217-60.2% | $3,034-44.7% |
| Participant deferral / active EE | $3,436 | $6,140-44.0% | $7,025-51.1% | $5,087-32.4% |
| Admin fee / account holder | $121 | $144-15.8% | $6,858-98.2% | $269-54.9% |