See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC7 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $55,051 |
OSAIC WEALTH INC1 year Service code 55 · EIN 93-0987232 | Other Commissions | $12,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,301 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,705 | $106,028-50.3% | $146,958-64.1% | $77,643-32.1% |
| Participation rate | 85.6% | 78.4%+7.3pp | 82.2%+3.5pp | 70.6%+15.1pp |
| Annual return | 15.39% | 56.73%-41.3pp | 418.34%-402.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $1,450 | $4,063-64.3% | $4,933-70.6% | $2,726-46.8% |
| Participant deferral / active EE | $5,654 | $7,990-29.2% | $8,070-29.9% | $4,647+21.7% |
| Admin fee / account holder | $17 | $337-94.9% | $12,998-99.9% | $430-96.0% |