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 |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $34,686 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $17,179 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,725 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,473 | $82,202-37.4% | $125,339-58.9% | $64,808-20.6% |
| Participation rate | 89.5% | 77.9%+11.6pp | 82.4%+7.1pp | 71.5%+18.0pp |
| Annual return | -13.30% | 3.48%-16.8pp | 572.05%-585.3pp | 32.82%-46.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $11,869 | $7,175+65.4% | $7,446+59.4% | $4,310+175.4% |
| Admin fee / account holder | $6 | $163-96.1% | $10,010-99.9% | $188-96.6% |