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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,969 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS LLC Service code 27 · EIN 65-0173164 | Advisory (Plan) | $24,732 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,553 | $76,050-4.6% | $96,544-24.8% | $71,457+1.5% |
| Participation rate | 92.0% | 74.4%+17.6pp | 76.0%+16.1pp | 67.9%+24.1pp |
| Annual return | 18.34% | 22.81%-4.5pp | 25.84%-7.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $5,279 | $2,244+135.2% | $2,965+78.0% | $2,588+104.0% |
| Participant deferral / active EE | $8,557 | $4,215+103.0% | $4,851+76.4% | $4,289+99.5% |
| Admin fee / account holder | $410 | $2,707-84.9% | $8,252-95.0% | $1,587-74.2% |