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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,124 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 · EIN 27-2487837 | Contract Administrator | $8,267 |
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $7,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,025 | $65,365-75.5% | $92,893-82.7% | $72,985-78.0% |
| Participation rate | 60.2% | 68.3%-8.1pp | 76.0%-15.8pp | 69.5%-9.3pp |
| Annual return | 16.88% | 42.10%-25.2pp | 109.41%-92.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $860 | $2,594-66.8% | $3,653-76.5% | $2,440-64.8% |
| Participant deferral / active EE | $1,056 | $3,128-66.2% | $4,236-75.1% | $3,607-70.7% |
| Admin fee / account holder | $231 | $4,251-94.6% | $5,794-96.0% | $5,124-95.5% |