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 | $26,381 |
TRIAD ADVISORS INC5 years Filed as: TRIAD ADVISORS LLC Service code 27 · EIN 65-0173164 | Advisory (Plan) | $23,250 |
SASSETTI LLC3 years Filed as: SASSETTI Service code 10 · EIN 36-2239746 | Accounting | $13,500 |
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 | $70,318 | $76,050-7.5% | $96,544-27.2% | $71,457-1.6% |
| Participation rate | 92.0% | 74.4%+17.6pp | 76.0%+16.0pp | 67.9%+24.1pp |
| Annual return | 14.74% | 22.81%-8.1pp | 25.84%-11.1pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,890 | $2,244-15.8% | $2,965-36.3% | $2,588-27.0% |
| Participant deferral / active EE | $5,108 | $4,215+21.2% | $4,851+5.3% | $4,289+19.1% |
| Admin fee / account holder | $424 | $2,707-84.3% | $8,252-94.9% | $1,587-73.3% |