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 INC3+ years Service code 27 · EIN 65-0173164 | Advisory (Plan) | $25,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,636 | $63,299-31.1% | $91,001-52.0% | $62,292-30.0% |
| Participation rate | 79.9% | 73.3%+6.6pp | 75.6%+4.3pp | 69.5%+10.4pp |
| Annual return | 13.26% | 20.99%-7.7pp | 4.60%+8.7pp | 28.90%-15.6pp |
| Employer contribution / active EE | $746 | $1,807-58.7% | $2,456-69.6% | $2,042-63.5% |
| Participant deferral / active EE | $2,220 | $2,943-24.6% | $3,547-37.4% | $3,169-30.0% |
| Admin fee / account holder | $140 | $468-70.2% | $5,417-97.4% | $479-70.9% |