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 | $22,533 |
TRIAD ADVISORS INC2 years Filed as: TRIAD ADVISORS LLC Service code 27 · EIN 65-0173164 | Advisory (Plan) | $19,097 |
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 | $58,992 | $73,638-19.9% | $95,952-38.5% | $73,488-19.7% |
| Participation rate | 95.1% | 76.2%+18.9pp | 77.1%+18.0pp | 70.7%+24.4pp |
| Annual return | 14.21% | 16.78%-2.6pp | 91.61%-77.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $811 | $1,863-56.4% | $2,541-68.1% | $2,270-64.3% |
| Participant deferral / active EE | $3,789 | $3,617+4.7% | $4,167-9.1% | $3,740+1.3% |
| Admin fee / account holder | $267 | $482-44.6% | $6,795-96.1% | $513-48.0% |