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 | $108,719+169.7% | $101,326+189.3% | $85,563+242.6% |
| Participation rate | 67.2% | 80.9%-13.7pp | 81.5%-14.3pp | 66.0%+1.2pp |
| Annual return | 15.10% | 20.95%-5.9pp | 36.82%-21.7pp | 31.51%-16.4pp |
| Employer contribution / active EE | $4,124 | $3,114+32.4% | $3,665+12.5% | $2,654+55.4% |
| Participant deferral / active EE | $7,697 | $8,545-9.9% | $7,994-3.7% | $4,375+75.9% |
| Admin fee / account holder | $137 | $685-80.0% | $11,185-98.8% | $834-83.6% |