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.10+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $49,848 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS Service code 27 300 S CAMPBELL · SPRINGFIELD, MO 65806 | Advisory (Plan) | $42,895 |
HOOD & ASSOCIATES CPAS PC3 years Filed as: HOOD AND ASSOCIATES CPAS, PC Service code 10 · EIN 73-1432162 | Accounting | $9,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,515 | $106,110-63.7% | $147,005-73.8% | $77,671-50.4% |
| Participation rate | 83.4% | 78.4%+5.0pp | 82.2%+1.2pp | 70.6%+12.8pp |
| Annual return | 13.12% | 56.77%-43.7pp | 418.76%-405.6pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,098 | $4,065-73.0% | $4,934-77.7% | $2,726-59.7% |
| Participant deferral / active EE | $2,968 | $7,992-62.9% | $8,070-63.2% | $4,648-36.1% |
| Admin fee / account holder | $164 | $338-51.4% | $13,006-98.7% | $430-61.9% |