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 27-4418309 | Advisory (Plan) | $17,384 |
SIKICH LLP5 years Service code 10 3201 W. WHITE OAKS DR. SUITE 102 · SPRINGFIELD, IL 67204 | Accounting | $3,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,385 | $64,286-9.2% | $90,951-35.8% | $73,409-20.5% |
| Participation rate | 26.5% | 63.6%-37.1pp | 69.0%-42.5pp | 72.2%-45.7pp |
| Annual return | 10.86% | 21.45%-10.6pp | 134.60%-123.7pp | 59.29%-48.4pp |
| Employer contribution / active EE | $291 | $895-67.5% | $2,122-86.3% | $2,234-87.0% |
| Participant deferral / active EE | $1,229 | $2,453-49.9% | $3,373-63.6% | $3,805-67.7% |
| Admin fee / account holder | $269 | $287-6.5% | $5,959-95.5% | $158+70.1% |