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 FINANCIAL5 years Service code 26 · EIN 27-4418309 | Advisory (Participants) | $18,098 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Contract Administrator; Recordkeeping... | $10,290 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,255 | $59,107+27.3% | $86,436-12.9% | $68,494+9.9% |
| Participation rate | 60.8% | 75.2%-14.4pp | 80.3%-19.5pp | 67.9%-7.1pp |
| Annual return | -18.46% | -0.23%-18.2pp | 4394.89%-4413.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $728 | $2,519-71.1% | $3,769-80.7% | $2,596-72.0% |
| Participant deferral / active EE | $2,963 | $5,901-49.8% | $6,952-57.4% | $4,027-26.4% |
| Admin fee / account holder | $389 | $5,637-93.1% | $6,731-94.2% | $5,403-92.8% |