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 27 214 SOUTH GRAND AVENUE WEST · SPRINGFIELD, IL 62704 | Advisory (Plan) | $45,531 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,166 | $107,741+172.1% | $96,576+203.6% | $79,634+268.1% |
| Participation rate | 67.2% | 79.1%-11.9pp | 81.4%-14.3pp | 62.5%+4.7pp |
| Annual return | 15.10% | 19.24%-4.1pp | 38.47%-23.4pp | 36.46%-21.4pp |
| Employer contribution / active EE | $4,124 | $2,991+37.9% | $3,553+16.1% | $2,529+63.1% |
| Participant deferral / active EE | $7,697 | $7,899-2.6% | $7,956-3.3% | $3,835+100.7% |
| Admin fee / account holder | $137 | $1,150-88.1% | $11,381-98.8% | $1,002-86.4% |