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 7-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, INC Service code 15 · EIN 46-1289987 | Recordkeeping | $36,742 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $36,523 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
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 | $21,282 | $48,471-56.1% | $182,532-88.3% | $67,579-68.5% |
| Participation rate | 92.6% | 67.2%+25.4pp | 78.0%+14.6pp | 71.3%+21.3pp |
| Annual return | 32.11% | 31.08%+1.0pp | 148.54%-116.4pp | 378.56%-346.4pp |
| Employer contribution / active EE | $3,151 | $1,461+115.7% | $4,076-22.7% | $2,148+46.7% |
| Participant deferral / active EE | $4,497 | $3,324+35.3% | $5,524-18.6% | $3,539+27.1% |
| Admin fee / account holder | $90 | $151-40.5% | $8,592-99.0% | $142-36.8% |