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 9-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 INC4 years Service code 22 · EIN 65-0824483 | Insurance Broker | $39,375 |
VEID & VEID CPAS6+ years Service code 10 · EIN 54-2131378 | Accounting | $8,500 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $831 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,600 | $98,750+76.8% | $149,696+16.6% | $79,858+118.6% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 11.78% | 27.43%-15.6pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,403 | $5,680+12.7% | $6,842-6.4% | $3,740+71.2% |
| Admin fee / account holder | $90 | $6,053-98.5% | $9,309-99.0% | $5,306-98.3% |