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 FINANCIAL3 years Service code 27 · EIN 27-4418309 | Advisory (Plan) | $26,591 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,254 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Account maintenance fees; Consulting ... | $6,421 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,461 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,364 | $58,320+25.8% | $86,436-15.1% | $66,914+9.6% |
| Participation rate | 90.9% | 78.6%+12.3pp | 80.3%+10.6pp | 69.8%+21.1pp |
| Annual return | -18.18% | -9.71%-8.5pp | 4394.89%-4413.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,651 | $2,615-36.9% | $3,769-56.2% | $2,544-35.1% |
| Participant deferral / active EE | $4,442 | $6,899-35.6% | $6,952-36.1% | $4,237+4.9% |
| Admin fee / account holder | $400 | $546-26.8% | $6,731-94.1% | $593-32.7% |