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 INC2 years Filed as: TRIAD ADVISORS, INC Service code 15 · EIN 46-1289987 | Recordkeeping | $52,050 |
Filed as: INTERNATIONAL ASSETS ADVISORY, LLC Service code 15 · EIN 59-3734291 | Recordkeeping | $24,489 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,198 |
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 | $26,955 | $56,152-52.0% | $185,823-85.5% | $73,409-63.3% |
| Participation rate | 92.7% | 67.6%+25.2pp | 78.0%+14.7pp | 72.2%+20.5pp |
| Annual return | 22.84% | 17.59%+5.3pp | 35.95%-13.1pp | 59.29%-36.5pp |
| Employer contribution / active EE | $3,382 | $1,532+120.8% | $4,087-17.3% | $2,234+51.4% |
| Participant deferral / active EE | $4,944 | $3,659+35.1% | $5,632-12.2% | $3,805+29.9% |
| Admin fee / account holder | $69 | $132-47.7% | $9,500-99.3% | $158-56.3% |