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 37 · EIN 04-2647786 | Loan Processing | $17,265 |
TRIAD ADVISORS INC1 year Service code 27 · EIN 65-0173164 | Advisory (Plan) | $14,153 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,223 | $59,186-45.6% | $76,768-58.0% | $56,287-42.8% |
| Participation rate | 90.5% | 75.2%+15.3pp | 77.0%+13.5pp | 69.9%+20.7pp |
| Annual return | -6.18% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,462 | $1,759-16.9% | $2,485-41.2% | $2,111-30.8% |
| Participant deferral / active EE | $3,881 | $3,255+19.3% | $3,852+0.8% | $3,350+15.9% |
| Admin fee / account holder | $166 | $489-66.0% | $6,675-97.5% | $521-68.1% |