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 INC3 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $37,054 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,736 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,402 |
CULLARI CARRICO LLC5 years Service code 10 · EIN 27-0623664 | Accounting | $9,734 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,637 | $86,929+96.3% | $102,423+66.6% | $80,856+111.0% |
| Participation rate | 94.2% | 72.4%+21.8pp | 76.5%+17.7pp | 67.6%+26.6pp |
| Annual return | 12.34% | 18.88%-6.5pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,813 | $2,369+18.7% | $3,023-7.0% | $2,755+2.1% |
| Participant deferral / active EE | $9,358 | $4,118+127.2% | $5,053+85.2% | $4,296+117.9% |
| Admin fee / account holder | $390 | $8,049-95.2% | $9,451-95.9% | $6,918-94.4% |