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 13 · EIN 42-0127290 | Contract Administrator | $10,023 |
TRIAD ADVISORS INC1 year Filed as: TRIAD INSURANCE INC Service code 49 · EIN 65-0824483 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,115 | $58,726-1.0% | $92,233-37.0% | $62,292-6.7% |
| Participation rate | 65.0% | 68.3%-3.4pp | 76.5%-11.5pp | 69.5%-4.6pp |
| Annual return | 19.75% | 43.62%-23.9pp | 176.28%-156.5pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,791 | $2,392-25.1% | $3,679-51.3% | $2,042-12.3% |
| Participant deferral / active EE | $2,891 | $2,766+4.5% | $3,897-25.8% | $3,169-8.8% |
| Admin fee / account holder | $124 | $556-77.8% | $5,194-97.6% | $479-74.2% |