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 |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $30,893 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,850 |
Employer contribution per participant 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 | $36,667 | $65,118-43.7% | $76,768-52.2% | $55,725-34.2% |
| Participation rate | 92.4% | 79.6%+12.8pp | 77.0%+15.5pp | 70.9%+21.6pp |
| Annual return | -1.85% | -1.27%-0.6pp | 2.43%-4.3pp | 244.93%-246.8pp |
| Employer contribution / active EE | $279 | $1,941-85.6% | $2,485-88.8% | $2,078-86.6% |
| Participant deferral / active EE | $3,898 | $3,688+5.7% | $3,852+1.2% | $3,356+16.2% |
| Admin fee / account holder | $14 | $116-87.7% | $6,675-99.8% | $115-87.7% |