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 INC2+ years Service code 55 5155 PEACHTREE PKWY STE 3230 · PEACHTREE CORNERS, GA 30092 | Other Commissions | $78,304 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $650 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $69,003 | $42,582+62.0% | $171,082-59.7% | $57,658+19.7% |
| Participation rate | 71.4% | 63.9%+7.5pp | 76.7%-5.3pp | 70.2%+1.1pp |
| Annual return | 9.18% | 308.67%-299.5pp | 32.56%-23.4pp | 5.13%+4.0pp |
| Employer contribution / active EE | $2,251 | $1,306+72.4% | $4,002-43.7% | $1,974+14.1% |
| Participant deferral / active EE | $4,050 | $2,933+38.1% | $4,797-15.6% | $3,061+32.3% |
| Admin fee / account holder | $1 | $82-98.4% | $8,520-100.0% | $95-98.6% |