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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $77,823 |
TRIAD ADVISORS INC2 years Filed as: TRIAD INS INC Service code 55 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Other Commissions | $37,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,848 | $46,292-20.4% | $143,757-74.4% | $64,808-43.1% |
| Participation rate | 52.4% | 64.2%-11.8pp | 80.3%-27.9pp | 71.5%-19.1pp |
| Annual return | -16.54% | -10.05%-6.5pp | -0.04%-16.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,561 | $2,646-3.2% | $5,637-54.6% | $4,310-40.6% |
| Admin fee / account holder | $247 | $154+60.7% | $14,673-98.3% | $188+31.6% |