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 37 · EIN 04-2647786 | Loan Processing | $31,895 |
TROXELL FINANCIAL2 years Service code 27 · EIN 27-4418309 | Advisory (Plan) | $31,641 |
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 | $91,338 | $73,638+24.0% | $108,410-15.7% | $79,386+15.1% |
| Participation rate | 96.1% | 77.4%+18.7pp | 80.1%+16.0pp | 70.7%+25.4pp |
| Annual return | 14.82% | 33.27%-18.4pp | 905.27%-890.4pp | 116.85%-102.0pp |
| Employer contribution / active EE | $1,869 | $2,397-22.0% | $3,558-47.5% | $2,427-23.0% |
| Participant deferral / active EE | $5,060 | $6,218-18.6% | $6,563-22.9% | $4,046+25.1% |
| Admin fee / account holder | $485 | $638-24.0% | $7,295-93.4% | $626-22.6% |