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 INC2+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $11,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,930 | $58,828-50.8% | $77,999-62.9% | $62,891-54.0% |
| Participation rate | 87.2% | 71.1%+16.2pp | 75.5%+11.7pp | 69.3%+17.9pp |
| Annual return | 4.52% | 17.16%-12.6pp | 425.96%-421.4pp | 20.14%-15.6pp |
| Employer contribution / active EE | $121 | $1,672-92.8% | $2,470-95.1% | $2,281-94.7% |
| Participant deferral / active EE | $2,472 | $2,686-8.0% | $3,497-29.3% | $3,203-22.8% |
| Admin fee / account holder | $117 | $4,393-97.3% | $5,480-97.9% | $4,296-97.3% |