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 INC6+ years Filed as: TRIAD ADVISORS Service code 28 · EIN 65-0173164 | Investment Management | $44,703 |
INTEGRATED CAPITAL MANAGEMENT6+ years Service code 28 · EIN 90-0438638 | Investment Management | $23,018 |
Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $16,676 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $5,336 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 28 · EIN 47-1411118 | Investment Management | $790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,940 | $69,362-10.7% | $101,248-38.8% | $73,488-15.7% |
| Participation rate | 62.1% | 68.4%-6.3pp | 75.8%-13.8pp | 70.7%-8.6pp |
| Annual return | 10.17% | 18.46%-8.3pp | 46.47%-36.3pp | 28.51%-18.3pp |
| Employer contribution / active EE | $1,538 | $2,628-41.5% | $3,660-58.0% | $2,270-32.2% |
| Participant deferral / active EE | $5,279 | $3,300+60.0% | $4,370+20.8% | $3,740+41.2% |
| Admin fee / account holder | $511 | $704-27.3% | $5,945-91.4% | $513-0.3% |