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 37-0902741 214 S. GRAND AVE · WEST SPRINGFIELD, IL 62704 | Advisory (Plan) | $30,309 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $8,447 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,777 | $70,475+1.8% | $100,516-28.6% | $79,858-10.1% |
| Participation rate | 85.9% | 73.7%+12.2pp | 79.4%+6.5pp | 69.6%+16.3pp |
| Annual return | 15.21% | 21.90%-6.7pp | 30.89%-15.7pp | 31.71%-16.5pp |
| Employer contribution / active EE | $765 | $2,165-64.7% | $3,418-77.6% | $2,471-69.0% |
| Participant deferral / active EE | $3,777 | $5,181-27.1% | $6,270-39.8% | $3,740+1.0% |
| Admin fee / account holder | $395 | $4,478-91.2% | $8,081-95.1% | $5,306-92.5% |