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 | $51,781 |
TRIAD ADVISORS INC2 years Filed as: TRIAD ADVISORS LLC Service code 27 · EIN 65-0173164 | Advisory (Plan) | $48,560 |
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 | $32,408 | $64,286-49.6% | $90,951-64.4% | $73,409-55.9% |
| Participation rate | 70.9% | 63.6%+7.3pp | 69.0%+1.9pp | 72.2%-1.3pp |
| Annual return | 51.22% | 21.45%+29.8pp | 134.60%-83.4pp | 59.29%-8.1pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,595 | $2,453+5.8% | $3,373-23.1% | $3,805-31.8% |
| Admin fee / account holder | $182 | $287-36.5% | $5,959-96.9% | $158+15.5% |