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 | $20,954 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS LLC Service code 27 · EIN 65-0173164 | Advisory (Plan) | $16,375 |
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 | $46,063 | $65,376-29.5% | $87,100-47.1% | $65,185-29.3% |
| Participation rate | 93.3% | 75.3%+18.0pp | 76.9%+16.4pp | 70.2%+23.1pp |
| Annual return | 21.63% | 31.27%-9.6pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,530 | $1,822-16.1% | $2,521-39.3% | $2,177-29.7% |
| Participant deferral / active EE | $4,214 | $3,388+24.4% | $4,049+4.1% | $3,514+19.9% |
| Admin fee / account holder | $216 | $520-58.5% | $7,497-97.1% | $847-74.5% |