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 | $26,991 |
TRIAD ADVISORS INC3 years Filed as: TRIAD ADVISORS LLC Service code 27 · EIN 65-0173164 | Advisory (Plan) | $23,443 |
SASSETTI LLC1 year Filed as: SASSETTI Service code 10 · EIN 36-2239746 | Accounting | $9,790 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,641 | $84,936-20.4% | $111,297-39.2% | $79,386-14.8% |
| Participation rate | 98.4% | 75.9%+22.5pp | 77.3%+21.1pp | 70.7%+27.7pp |
| Annual return | 10.80% | 17.45%-6.7pp | 54.65%-43.9pp | 116.85%-106.1pp |
| Employer contribution / active EE | $1,069 | $1,979-46.0% | $2,731-60.9% | $2,427-56.0% |
| Participant deferral / active EE | $4,449 | $3,888+14.4% | $4,487-0.9% | $4,046+10.0% |
| Admin fee / account holder | $381 | $537-29.0% | $7,964-95.2% | $626-39.2% |