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 INSURANCE INC Service code 53 · EIN 65-0824483 | Insurance Commissions | $14,851 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $10,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,043 | $39,122+73.9% | $57,179+19.0% | $62,891+8.2% |
| Participation rate | 72.9% | 70.5%+2.4pp | 75.3%-2.5pp | 69.3%+3.6pp |
| Annual return | 86.29% | 9.23%+77.1pp | 14.59%+71.7pp | 20.14%+66.2pp |
| Employer contribution / active EE | $2,521 | $1,874+34.5% | $2,682-6.0% | $2,281+10.5% |
| Participant deferral / active EE | $3,802 | $2,374+60.1% | $3,096+22.8% | $3,203+18.7% |
| Admin fee / account holder | $60 | $2,592-97.7% | $3,139-98.1% | $4,296-98.6% |