See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TROXELL FINANCIAL5 years Service code 26 · EIN 27-4418309 | Advisory (Participants) | $25,592 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Claims processing; Account maintenanc... | $24,186 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,191 |
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 | $43,317 | $42,353+2.3% | $79,550-45.5% | $64,808-33.2% |
| Participation rate | 32.7% | 64.8%-32.1pp | 69.5%-36.8pp | 71.5%-38.8pp |
| Annual return | -18.37% | -12.24%-6.1pp | 0.16%-18.5pp | 32.82%-51.2pp |
| Employer contribution / active EE | $507 | $1,181-57.1% | $2,413-79.0% | $2,506-79.8% |
| Participant deferral / active EE | $2,028 | $3,170-36.0% | $3,985-49.1% | $4,310-53.0% |
| Admin fee / account holder | $269 | $160+68.7% | $6,832-96.1% | $188+43.4% |