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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,444 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS LLC Service code 27 · EIN 65-0173164 | Advisory (Plan) | $21,069 |
CARSWELL INVESTMENTS, LLC2 years Filed as: CARSWELL INVESTMENTS LLC Service code 27 · EIN 90-0730195 | Advisory (Plan) | $19,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,039 | $40,174-15.3% | $84,015-59.5% | $67,579-49.6% |
| Participation rate | 53.0% | 62.7%-9.6pp | 69.0%-16.0pp | 71.3%-18.2pp |
| Annual return | 22.84% | 25.82%-3.0pp | 71.31%-48.5pp | 378.56%-355.7pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,253 | $2,301-2.1% | $3,239-30.4% | $3,539-36.3% |
| Admin fee / account holder | $235 | $128+82.9% | $6,101-96.2% | $142+64.9% |