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 FINANCIAL4 years Filed as: CRUMLY & ASSOCIATES DPA TROXELL FIN Service code 26 · EIN 27-4418309 214 S GRAND AVE · SPRINGFIELD, IL 62704 | Advisory (Participants) | $31,623 |
FIDUCIARY CONSULTING GROUP3 years Filed as: FIDUCIARY CONSULTING GROUP, INC. Service code 12 · EIN 20-2807852 PO BOX 11408 · MURFREESBORO, TN 37129 | Direct payment from the plan; Named f... | $31,623 |
BLUESTAR RETIREMENT SERVICES3 years Service code 12 · EIN 59-3092339 822 A1A N · PONTE VEDRA BEACH, FL 32082 | Other services; Contract Administrato... | $13,080 |
Service code 10 · EIN 43-0352985 | Accounting | $9,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $6,242 |
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 | $194,597 | $137,414+41.6% | $189,513+2.7% | $85,850+126.7% |
| Participation rate | 96.7% | 84.6%+12.1pp | 87.8%+8.9pp | 69.3%+27.4pp |
| Annual return | 12.42% | 38.14%-25.7pp | 555.15%-542.7pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,274 | $4,344-24.6% | $6,162-46.9% | $2,565+27.6% |
| Participant deferral / active EE | $6,803 | $6,260+8.7% | $8,221-17.2% | $3,952+72.2% |
| Admin fee / account holder | $860 | $8,630-90.0% | $12,045-92.9% | $6,260-86.3% |