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 3-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 |
|---|---|---|
TRIAD ADVISORS INC1+ years Filed as: TRIAD ADVISORS, INC. Service code 22 · EIN 65-0824483 | Insurance Broker | $13,943 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,880 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,930 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,338 | $89,739-28.3% | $149,718-57.0% | $62,292+3.3% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.72% | 21.01%-8.3pp | 1501.63%-1488.9pp | 28.90%-16.2pp |
| Employer contribution / active EE | $1,635 | $3,233-49.4% | $5,445-70.0% | $2,042-19.9% |
| Participant deferral / active EE | $3,383 | $4,797-29.5% | $6,569-48.5% | $3,169+6.7% |
| Admin fee / account holder | $173 | $551-68.7% | $11,283-98.5% | $479-64.0% |