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 | $26,787 |
TRIAD ADVISORS INC4 years Filed as: TRIAD ADVISORS LLC Service code 27 · EIN 65-0173164 | Advisory (Plan) | $24,001 |
SASSETTI LLC1 year Service code 10 · EIN 36-2239746 | Accounting | $20,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,726 | $65,435-16.4% | $86,677-36.9% | $66,914-18.2% |
| Participation rate | 96.3% | 75.5%+20.8pp | 76.6%+19.7pp | 69.8%+26.5pp |
| Annual return | -17.43% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,773 | $2,153-17.7% | $2,836-37.5% | $2,544-30.3% |
| Participant deferral / active EE | $4,697 | $4,100+14.6% | $4,656+0.9% | $4,237+10.9% |
| Admin fee / account holder | $436 | $642-32.1% | $7,493-94.2% | $593-26.6% |