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 INC1 year Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $31,780 |
APW CAPITAL INC4 years Service code 55 · EIN 22-3526587 | Other Commissions | $18,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | $988 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,745 | $71,883+48.5% | $86,677+23.2% | $68,494+55.8% |
| Participation rate | 98.8% | 72.2%+26.5pp | 76.6%+22.2pp | 67.9%+30.9pp |
| Annual return | -16.72% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,679 | $2,173-22.7% | $2,836-40.8% | $2,596-35.3% |
| Participant deferral / active EE | $6,947 | $3,779+83.9% | $4,656+49.2% | $4,027+72.5% |
| Admin fee / account holder | $48 | $6,112-99.2% | $7,493-99.4% | $5,403-99.1% |