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 |
|---|---|---|
TRIAD ADVISORS INC2+ years Filed as: TRIAD ADVISORS INC. Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $18,516 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE, INC. Service code 13 127 WASHINGTON AVE, PO BOX 478 · NORTH HAVEN, CT 064730478 | Contract Administrator | $6,413 |
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 | $76,251 | $46,732+63.2% | $156,549-51.3% | $55,167+38.2% |
| Participation rate | 73.5% | 65.8%+7.7pp | 84.0%-10.5pp | 69.0%+4.5pp |
| Annual return | 7.97% | 17.72%-9.7pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,576 | $2,105-25.2% | $5,501-71.4% | $1,963-19.7% |
| Participant deferral / active EE | $3,400 | $2,204+54.2% | $4,871-30.2% | $3,054+11.3% |
| Admin fee / account holder | $130 | $418-69.0% | $13,027-99.0% | $504-74.3% |