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 |
|---|---|---|
TROXELL FINANCIAL1 year Service code 27 · EIN 27-4418309 | Advisory (Plan) | $26,597 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,971 |
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 | $71,468 | $66,813+7.0% | $100,516-28.9% | $73,488-2.7% |
| Participation rate | 94.2% | 77.5%+16.7pp | 79.4%+14.8pp | 70.7%+23.5pp |
| Annual return | 14.81% | 25.70%-10.9pp | 30.89%-16.1pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,674 | $2,147-22.0% | $3,418-51.0% | $2,270-26.2% |
| Participant deferral / active EE | $4,324 | $5,883-26.5% | $6,270-31.0% | $3,740+15.6% |
| Admin fee / account holder | $351 | $512-31.4% | $8,081-95.7% | $513-31.6% |