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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.
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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 |
|---|---|---|
TRIAD ADVISORS INC3 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $21,927 |
OSAIC WEALTH INC1 year Service code 55 · EIN 93-0987232 | Other Commissions | $4,766 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $525 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,773 | $102,317+201.8% | $146,958+110.1% | $80,856+281.9% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.7pp | 67.6%+30.3pp |
| Annual return | 29.00% | 134.76%-105.8pp | 418.34%-389.3pp | 35.59%-6.6pp |
| Employer contribution / active EE | $7,057 | $3,713+90.1% | $4,933+43.1% | $2,755+156.2% |
| Participant deferral / active EE | $13,841 | $6,644+108.3% | $8,070+71.5% | $4,296+222.2% |
| Admin fee / account holder | $4 | $7,941-100.0% | $12,998-100.0% | $6,918-99.9% |